Account Associate I - Employee Benefits

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

SUMMARY 

Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Creates prospect and customer files on shared drive;

Assists with preparing group communication pieces in Campaign Builder and other programs;

Coordinates Form 5500 completion process with clients;

Organizes client health vendor programs and wellness fairs;

Updates BenefitPoint, BrainShark, BenIQ and other proprietary databases;

Coordinates or assists with organizing WebEx meetings for Account Executives;

Attends client Open Enrollment meetings to learn and develop presentation skills;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned.

 

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

High School Diploma or equivalent combination of education and experience

Bachelor's Degree

One (1) or more years

Valid Insurance License

  

SKILLS

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Intermediate typing skills (30 - 35 wpm)

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

 

 

 

#LI-LM1

 

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits