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