Account Coordinator - Employee Benefits

Brown & Brown; Portland (OR); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Partner Discounts

Job summary

Brown & Brown is seeking an Account Coordinator, Employee Benefits to join our growing team in Portland, OR. You will support a team of Employee Benefits Account Managers with routine tasks while learning the Employee Benefits Insurance Industry and pursuing professional certifications.

This role emphasizes data entry, filing, reviewing contracts, drafting employee communications, coordinating with carriers, and assisting with enrollment changes.

Qualifications

• Bachelor’s Degree (BA/BS) or be a high school graduate with a minimum of one year of office environment experience.
• Willingness and desire to learn about Employee Benefits
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Ability to learn software program at an accelerated ability
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills
• Maintain a high level of confidentiality

Responsibilities

• Support a team of 5-6 Small and Large Group Account Managers
• Perform routine clerical tasks including data entry and filing of data/materials related to customers’ employee benefits plans
• Work with insurance carriers to request materials for customers and/or follow up on previous requests
• Support AMs with processing adds, terms or changes to employee enrollments
• Communicate with carriers regarding customer billing discrepancies or simple claims issues
• Generate personalized forms for each customer
• Review carrier contracts for accuracy
• Draft employee communications materials for peer review and support the Benefits team by organizing carrier meetings
• Read and respond to all emails within 1 business day
• On occasion, pull files from BAM and email to Producers

Skills

Customer service

Interpersonal skills

Confidentiality

Willingness to learn

Organizational skills

Education

Bachelor’s Degree (BA/BS) or HS with 1 year office experience

Tools

Microsoft Windows

Office 365

Word

Excel

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Account Coordinator, Employee Benefits to join our growing team in Portland, OR.

The Account Coordinator assists a team of Employee Benefits Account Managers with routine tasks while learning the Employee Benefits Insurance Industry. Functions may include data entry/processing, filing, reviewing contracts, and peer reviewing customer materials. Additionally, the AC will be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Account Manager, Technical Analyst or Marketing Analyst position in the future.

How You Will Contribute:

• Support a team of 5-6 Small and Large Group Account Managers
• Perform routine clerical tasks including data entry and filing of data/materials related to customers’ employee benefits plans
• Work with insurance carriers to request materials for customers (e.g., Open Enrollment materials) and/or follow up on previous requests made by AMs
• Support AMs with processing adds, terms or changes to employee enrollments
• Communicate with carriers regarding customer billing discrepancies or simple claims issues
• Generate personalized forms for each customer (e.g., Annual Compliance Notices)
• Review carrier contracts for accuracy
• Draft employee communications materials for peer review by AM Support the Benefits team by organizing carrier meetings, including calendaring and onsite support for those meetings
• Read and respond to all emails within 1 business day
• On occasion, pull files from BAM and email to Producers, at AM’s request

Skills & Experience To Be Successful

• Bachelor’s Degree (BA/BS) or be a high school graduate with a minimum of one (1) year of office environment experience; other combination of work and/or education will be considered
• Willingness and desire to learn about Employee Benefits
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Ability to learn software program at an accelerated ability
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills
• Maintain a high level of confidentiality

Teammate Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.