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Brown & Brown Insurance

Account Coordinator - Employee Benefits

Brown & Brown Insurance

Location
Hybrid (Portland, Oregon)
Employment
Full-time
Level
Entry Level
Posted 1 week ago

About the Role

Brown & Brown is seeking an Account Coordinator to support Employee Benefits Account Managers with clerical tasks, data entry, and carrier communications. The role offers professional development and mentoring to prepare for future advancement within the insurance industry.

Skills

Data entry Clerical tasks Customer service Interpersonal skills Microsoft Windows Office 365 Microsoft Word Microsoft Excel Contract review Communication Confidentiality Time management Telephone demeanor

Benefits

  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Disability Insurance
  • 401k
  • PTO

Perks

  • Hybrid Work
  • Tuition Reimbursement
  • Student Loan Assistance

Full job details

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.   

How You Will Contribute:  

  • 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 & Experience to be Successful:  

  • 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 

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.