Account Coordinator, Employee Benefits — Growth Path

Brown & Brown; Portland (OR); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

Financial Benefits: 401k, ESPP

Mental Health & Wellness

Paid Time Off & Holidays

Job summary

Brown & Brown in Portland, OR is seeking an Account Coordinator, Employee Benefits to support a team of Account Managers and learn the Employee Benefits Insurance Industry. You’ll handle data entry, filing, reviewing contracts, and preparing customer materials.

The role emphasizes training, mentoring, and potential advancement to Account Manager or Analyst, with a strong focus on confidentiality, customer service, and organized communications.

Qualifications

• Bachelor's Degree or 1 year office experience required.
• Willingness and desire to learn about Employee Benefits.
• Fluent with Microsoft Windows, Office 365, Word, and Excel; ability to learn software quickly.

Responsibilities

• Support a team of 5-6 Small and Large Group Account Managers.
• Perform routine clerical tasks including data entry and filing related to customers' employee benefits plans.
• Work with insurance carriers to request materials for customers and follow up on requests.
• Support Account Managers with processing adds, terms or changes to 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 for peer review by Account Managers.
• Assist Benefits team with organizing carrier meetings, calendaring, and onsite support.

Skills

Microsoft Office proficiency

Customer service

Excellent communication

Confidentiality

Education

Bachelor's Degree (BA/BS) or high school graduate with 1 year experience

Tools

Microsoft Office 365

Excel

Job description

Brown & Brown in Portland, OR is seeking an Account Coordinator, Employee Benefits to support a team of Account Managers and learn the Employee Benefits Insurance Industry. You’ll handle data entry, filing, reviewing contracts, and preparing customer materials.

The role emphasizes training, mentoring, and potential advancement to Account Manager or Analyst, with a strong focus on confidentiality, customer service, and organized communications.