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.
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
Skills
- 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
- 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 Overview
The Partners Group is an employee benefits consulting firm based in Oregon. It was founded in 1981, and is headquartered in Portland, Oregon, USA, with a workforce of 51-200 employees. Its website is https://www.thepartnersgroup.com.
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