Account Coordinator Employee Benefits

Brown & Brown; Portland (OR); On-site; USD 42,000 - 54,000; Full time

Job summary

Brown & Brown in Portland is seeking an Account Coordinator to support a team of Account Managers handling small and large group benefit plans. You’ll start with enrollment processing and daily tasks while learning the business through mentorship.

This learning seat aims to move you toward an Account Manager, Technical Analyst, or Marketing Analyst role as you gain hands-on experience with carriers, contracts, and client communications.

Qualifications

• Bachelor's degree or equivalent; high school diploma + 1 year office experience considered.
• Interest in learning employee benefits; no insurance background required.
• Comfort with Microsoft Office 365, especially Word & Excel; pick up new software quickly.
• Strong written and verbal communication, professional phone presence.
• Ability to prioritize across competing requests and respond within one business day.
• Discretion with confidential employee and health plan information.
• Team player who works well in a team rather than in isolation.

Responsibilities

• Support a team of Account Managers across small and large group books.
• Process adds, terminations, and changes to employee enrollments.
• Work with insurance carriers to request enrollment materials and follow up on requests.
• Review carrier contracts for accuracy.
• Resolve billing discrepancies and straightforward claims questions with carriers.
• Generate client-specific documents, including annual compliance notices.
• Draft employee communication materials for Account Manager review.
• Coordinate carrier meetings, including scheduling and onsite support.
• Handle data entry, filing, and records management for client benefit plans.
• Attend in-house trainings and build technical knowledge with mentorship.

Skills

Learning mindset

Written communication

Verbal communication

Prioritization

Discretion with confidential info

Team player

Education

Bachelor's degree

Tools

Microsoft Office 365

Job description

Most people don't plan a career in employee benefits. They find it, usually by working next to it. This role is the front door.

As an Account Coordinator on our Portland Employee Benefits team, you'll support a group of five to six Account Managers who handle small and large group benefits plans for our clients. You'll start with the work that keeps those plans running accurately, and you'll be learning the business the entire time. The position is designed as a step into an Account Manager, Technical Analyst, or Marketing Analyst seat.

What you'll be doing

• Support a team of five to six Account Managers across small and large group books
• Process adds, terminations, and changes to employee enrollments
• Work directly with insurance carriers to request open enrollment materials and follow up on outstanding requests
• Review carrier contracts for accuracy
• Resolve billing discrepancies and straightforward claims questions with carriers
• Generate client-specific documents, including annual compliance notices
• Draft employee communication materials for Account Manager review
• Coordinate carrier meetings, including scheduling and onsite support
• Handle data entry, filing, and records management for client benefit plans
• Attend in-house training sessions and work with a mentor as you build technical knowledge

What we're looking for

• A bachelor's degree, or a high school diploma plus at least one year of office experience. Other combinations of work and education will be considered.
• Genuine interest in learning employee benefits. No insurance background required.
• Comfort in Microsoft Office 365, particularly Word and Excel, and the ability to pick up new software quickly
• Strong written and verbal communication, including a professional phone presence
• The ability to prioritize across competing requests and respond to email within one business day
• Discretion with confidential employee and health plan information
• Someone who works well inside a team rather than in isolation

Where this goes

This is a learning seat, not a dead end. The training path, in-house coursework, and mentorship are structured around moving you into an Account Manager, Technical Analyst, or Marketing Analyst role.