Benefits Service Coordinator jobs in United States
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The Partners Group · 2 days ago

Benefits Service Coordinator

The Partners Group is a purpose-driven company committed to making a difference in the community, and they are seeking an early-career Benefits Service Coordinator to join their Employee Benefits team. The role involves delivering high-quality service to clients by supporting renewals, onboarding, and addressing day-to-day client needs in the insurance and benefits industry.

Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLegalProperty Insurance
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Work & Life Balance
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Responsibilities

Support Account Managers and Consultants with renewal and proposal preparation, including gathering carrier quotes, preparing renewal materials, and updating internal systems
Manage an assigned book of small enterprise group clients, serving as a primary point of contact for routine questions related to benefits, claims, billing, and enrollment
Coordinate with insurance carriers and vendors to resolve client issues and obtain necessary documentation
Assist with client onboarding, benefit plan reviews, and preparation of employee open enrollment materials
Attend client meetings or conference calls and track follow-up items to ensure timely completion
Maintain accurate client records, reports, and workflows within Salesforce and other internal systems

Qualification

Customer service experienceMicrosoft Office proficiencyAttention to detailSalesforce experienceLife & Health insurance licenseVerbal communicationWritten communicationTeam-oriented mindsetOrganizational skills

Required

High school diploma or equivalent; associate or bachelor's degree preferred
0–2 years of internship, customer service, administrative, or related professional experience
Strong attention to detail, organization, and ability to manage multiple tasks and deadlines
Clear and professional written and verbal communication skills
Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint
A collaborative, team-oriented mindset with a genuine interest in learning and growing in your career

Preferred

Demonstrated accountability, initiative, and comfort working independently and on a team
Involvement in leadership roles, student organizations, or extracurricular activities
Previous experience in insurance, employee benefits, HR, or a professional office environment
Experience using CRM or agency management systems (Salesforce or similar)
Active Life & Health insurance license (or willingness to obtain within 90 days)

Benefits

Generous paid time off
Holidays
Medical, dental, and vision insurance
Life and disability insurance
A retirement plan
EAP
Wellness incentives
Employee ownership opportunities
8 hours paid volunteer time per quarter
Charitable contributions matched by TPG
An all-company holiday volunteer day

Company

The Partners Group

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The Partners Group is an employee benefits consulting firm based in Oregon.

Funding

Current Stage
Growth Stage

Leadership Team

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Roderick Cruickshank
Executive Chairman
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Company data provided by crunchbase