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Account Coordinator
Summary
Title:Account Coordinator
ID:308
Location:Portland or Salem
Description

Position Information

Aldrich Benefits is looking for a smart and enthusiastic Account Coordinator with prior industry experience who is not afraid to wear many hats. There is creativity, problem solving, and flexibility in this position.  

You will be a pivotal point in the process for our staff and clients and critical in helping us fulfill our mission statement of "Helping Our Clients Achieve Their Goals." Because of this, the Account Coordinator must demonstrate careful attention to detail, project management and time management skills. The ideal candidate will also have the desire to work in a fast paced environment and the ability to build great personal and professional relationships.

Responsibilities 

  • Support small group employee benefits consulting team
  • Assist clients with benefit communication and customer service
  • Perform data entry in agency management database
  • Assist with quoting and spreadsheet compilation
  • Track renewal process and activity
  • Review enrollment materials for accuracy
  • Manage correspondence 

Desired Skills and Experience

  • Minimum 1 year employee benefits or health insurance experience and terminology
  • Strong attention to detail and project management skills
  • Proficient in Microsoft Excel
  • Oregon Insurance License preferred and will be required to obtain if not already licensed

Salary and Benefits

Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits plan, 401(k) plan, profit-sharing, and 401(k) match, paid holidays, volunteer hours, as well as vacation and sick leave in the form of a paid time-off bank.

About Us

Aldrich Benefits (formerly named AKT Benefit Advisors) is a growing benefit brokerage and business consulting firm.  Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values: "Helping Our Clients Achieve Their Goals." Quality service is the greatest product Aldrich offers. We take great pride in our integrity and ability to deliver on our commitments to clients. We bring fresh and innovative solutions to resolve client issues, and listen intently to their needs while working to exceed their expectations.

Aldrich is one of those unique professional services firms that has deep technical expertise and resources with a regional presence while still maintaining our personal service. Our firm offers a motivated professional the chance of leadership and unlimited growth opportunities. In short, the Aldrich Group will help you go farther than you thought possible.

We are a member of the Aldrich Group that includes Aldrich CPAs and Advisors, Aldrich Retirement Solutions and Aldrich Wealth.  Aldrich is an equal opportunity employer.

To Apply

Submit your resume and a cover letter describing how you meet the minimum qualifications and desired attributes.

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