Location: Portland, OR

Work Type: In office until fully licensed and trained, then hybrid if desired

Salary:  $45,000 to $60,000 DOE/licensing at time of hire

Category: Employee Benefits


If you have strong computer, customer service and office skills, and you want a solid career start, this new Group Benefits Assistant role is for you.

My client is a full-service insurance agency located just outside of downtown Portland, OR.  This is an administrative office role that supports 4 Employee Benefits Account Managers and 3 Producers with Small Group and Association business.  “Employee Benefits” are employer-provided healthcare and other life/disability benefits, the “group” is the employer who offers the benefits, and the “group size” is the number of employees in the company.

The long-term goal of this role is to provide a hands-on learning environment to prepare you for future account management.  The company will provide on the job training and will pay for your Life and Health licensing.  They offer salary, a full benefits package with 401K match, PTO, and free parking.  You will be an in-office employee working Mon to Fri 8:30 to 5 pm until you are fully licensed and trained after which you can move to a hybrid schedule if desired. Fully remote is not available for this role.

You will be working with internal and external customers on the phone, over email, and there will be some Client employee benefits meetings and events that you will attend in-person.  These off-site meetings are typically held during the day; they are local, and you will go out to the client’s site with Senior Team members.  The agency will teach you how to use the benefit portal software, Carrier websites, Wired Quote, and EPIC the agency management system.

Key job duties:

  • Assist with Association renewals (sending out renewal info & following up for it, submitting to carriers) and enrollment changes during the year (this would be working in our Benefit Admin system we have for our Association clients)
  • Working with our benefit admin system for non-association clients, helping to get more clients transitioned over– assist the non-association group benefit account managers with programming the ben admin system for each clients benefit plans, review transactions as needed, help with building new groups in the portal, works with both of them to troubleshoot if needed.
  • Assisting Life Insurance Desk – assist in administrative and record keeping,  work on the individual life & Disability clean-up project (updating info in EPIC), service to current individual life/DI clients by provide beneficiary forms, assist in billing questions
  • Small Group Quoting – entry of census data into Wired Quote, assists small group benefit account manager with getting quotes and benefit summaries.

Candidates need to have previous office admin experience, stable work history, clear phone voice, strong attention to detail, fast keyboarding, intermediate level Word, Excel, and PowerPoint skills, the ability to self-resource, multi-task, and problem solve.

Salary range is dependent on benefits experience/licensing at the time of hire.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278. Candidates moving to the Portland area in the next 30 days are welcome to apply.