Client Advocate I, Group Benefits

Trucordia; Portland (OR); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Life Insurance

FSA / HSA

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia in Portland, OR is seeking an organized Insurance Administrative Assistant to support Client Managers with processing transactions and maintaining client files. You will compile information packets, coordinate with carriers, and help prepare proposals and benefits materials.

The role emphasizes attention to detail, independent work, and collaboration with multiple team members. Knowledge of Excel and MS Office is preferred; a high school diploma is required, and you’ll grow with an

Qualifications

• High school diploma or equivalent.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Excel and other Office applications.
• Excellent written communication and task follow-through.
• Interest in the insurance industry and a willingness to learn.
• Ability to work independently while taking direction from multiple team members.

Responsibilities

• Assist Client Managers with processing insurance transactions
• Maintain up-to-date and accurate account information in the agency management system
• Request and track information from carriers as needed
• Assist with the development of the formal Request for Proposals (RFP’s)
• Collaborate with Client Executives and Client Managers on transactional service needs
• Assemble and format client information packets and deliverables including benefits summaries
• Ensure updated client digital files
• May support constructing benefits guides and wrap documents
• Analyze data and spreadsheets for internal and client use
• Support document management, compliance checks, and reporting processes
• Proactively identify and communicate any administrative issues or inconsistencies
• Supports other special projects and duties as assigned

Skills

Attention to detail

Organizational skills

Written communication

Education

High school diploma or equivalent

Tools

Microsoft Excel

Office applications

Job description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

• Assist Client Managers with processing insurance transactions
• Maintain up-to-date and accurate account information in the agency management system
• Request and track information from carriers as needed
• Assist with the development of the formal Request for Proposals (RFP’s)
• Collaborate with Client Executives and Client Managers on transactional service needs
• Assemble and format client information packets and deliverables including benefits summaries
• Ensure updated client digital files
• May support constructing benefits guides and wrap documents
• Analyze data and spreadsheets for internal and client use
• Support document management, compliance checks, and reporting processes
• Proactively identify and communicate any administrative issues or inconsistencies
• Supports other special projects and duties as assigned

Qualifications

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Proficiency with Microsoft Excel and other Office applications
• Excellent written communication and task follow-through
• Interest in the insurance industry and a willingness to learn
• Ability to work independently while taking direction from multiple team members

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.