Account Coordinator - Employee Benefits

001 Brown & Brown, Inc; Portland (OR); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health benefits system

401k and student loan assistance

Tuition reimbursement

Mental health services

Paid time off and holidays

Partner discounts

Job summary

Brown & Brown, Inc. in Portland, OR is seeking an Account Coordinator for Employee Benefits to assist a team of Account Managers and learn the Employee Benefits Insurance Industry.

You will handle data entry, filing, contract reviews, and prepare materials while engaging in training, mentoring, and certification opportunities to progress toward Account Manager or Analyst roles.

Qualifications

• Bachelor’s Degree (BA/BS) or high school with 1 year of office experience; other combos considered.
• Willingness and desire to learn about Employee Benefits.
• Fluent with Microsoft Windows, Office 365, Word, and Excel.
• Ability to learn software programs quickly and adapt.
• Exceptional telephone demeanor and communication skills.
• 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 follow up on requests.
• Support AMs with processing adds, terms or changes to employee enrollments.
• Communicate with carriers regarding 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.
• Organize carrier meetings, including calendaring and onsite support.

Skills

Willingness to learn

Customer service

Interpersonal skills

Telephone etiquette

Confidentiality

Software aptitude

Education

Bachelor’s degree or high school + 1 year 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.

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".

We think of ourselves as a team, so we have teammates - not employees.

We strive to attract people who are competitive, driven, and disciplined.

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

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results.

With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.

With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage.

We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers.

Everything we do is about the greater "WE" - never "me." While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.