Title: Group Benefits Insurance Agency Admin

Location: Portland, OR (not downtown)

Job type: In-office then hybrid after training

Salary: $50,000 to $60,000

Category: Employee Benefits

Post:

If you have some basic understanding of employee group benefits from either working in HR or payroll and you want to move over to the insurance brokerage side, this new benefits admin role could be your next career step.

My client is a full-service insurance agency located just outside of downtown Portland, OR. This is a new administrative and customer service office role that supports 4 Employee Benefits Account Managers and 3 Producers with Small Group and Association business.

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.

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 as well as submitting to carriers) and assist with enrollment changes during the year (this would be working in the Benefit Admin system for Association clients)
  • Working with the benefit admin computer system for non-association clients, helping to get more clients transitioned over– assist the non-association group benefit account managers with programming the benefits admin system for each client’s benefit plans, review transactions as needed, help with building new groups in the portal, troubleshooting when necessary.
  • Assisting Life Insurance Desk – assist in administrative and record keeping, work on the individual Life & Disability clean-up project (updating info in EPIC), service current individual Life & Disability Insurance clients by providing beneficiary forms and assisting with billing questions
  • Small Group Quoting – entry of census data into Wired Quote and assists the Small Group Benefit Account Manager with getting quotes and benefit summaries to insureds.

Candidates need to have some basic understanding of benefits and have worked in an HR department or with payroll/bookkeeping. Strong attention to detail, fast keyboarding, intermediate level Word and Excel, and good problem-solving skills are desired.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278.