Client Services & Data Coordinator

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

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