Benefit Service Coordinator (Emerging Professional)
About the role
The Partners Group is a purpose-driven company dedicated to making a difference in the community through its work and inspiring others to do the same. This role is well-suited for someone early in their career who brings curiosity, strong organization, and a genuine interest in building relationships.
Responsibilities
- Coordinate renewal processes by requesting carrier quotes, tracking timelines, and preparing supporting materials
- Prepare proposals, market surveys, and client-facing deliverables that support benefits recommendations
- Serve as a liaison between clients, carriers, and internal teams to address service requests and resolve issues
- Support open enrollment efforts by preparing materials, coordinating logistics, and assisting with communications
- Maintain accurate records and updates within internal systems to reflect client plan changes and decisions
- Aid in onboarding new clients and contribute to ongoing reporting and administrative projects
Requirements
- 0–2 years of professional or internship experience, with at least 1 year of customer service experience
- High school diploma or equivalent required; associate or bachelor’s degree in a relevant field preferred
- Strong attention to detail, organization, and ability to manage multiple priorities and deadlines
- Clear and professional written and verbal communication skills
- Proficiency in Microsoft Office, including Excel and PowerPoint
- Ability to obtain a Life & Health license within 90 days of hire, with support provided as part of onboarding
Qualifications
- Prior experience in insurance, employee benefits, HR, or administrative support
- Familiarity with Salesforce or similar CRM systems
- Involvement in leadership roles, student organizations, or community initiatives
- Demonstrated accountability and ability to follow through on multiple requests independently
- A proactive mindset with a strong desire to learn and grow within the industry
Skills
- Excellent organizational and communication skills
- Attention to detail and ability to manage multiple tasks simultaneously
- Experience with Microsoft Office, particularly Excel and PowerPoint
- Ability to obtain and maintain a Life & Health license
Benefits
- Comprehensive benefits package including Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities
- Ongoing support & development, including Continuing Education and encouragement toward professional designations
- A hybrid work schedule that supports flexibility while maintaining strong team connection
- Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day
Pay
$65,000 annually (DOE), non-exempt
Schedule
40 hours/week, Monday through Friday
Physical Requirements
Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.
Travel
Minimal, if any
Equal Opportunity Employer
We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.