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.
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