Account Coordinator - Employee Benefits

About the role

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.

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 (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

• 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

Benefits

• 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