Account Associate

Alliant Insurance Services; McLean (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

Alliant Insurance Services, based in McLean, Virginia, is seeking a dedicated professional to provide exceptional customer service to clients and manage various insurance-related materials. The ideal candidate should possess a Bachelor's Degree, along with at least two years of relevant experience. Responsibilities include client interaction, coordinating health programs, and ensuring accuracy in materials. Strong communication and problem-solving skills are essential to success in this role.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Two or more years related work experience.
• Valid Insurance License or willing to obtain within 120 days.

Responsibilities

• Interact with clients to respond to inquiries concerning service accounts.
• Manage transitional insurance company materials and ensure accuracy.
• Coordinate client health programs and wellness fairs.
• Maintain regular contact with clients to enhance relationships.

Skills

Verbal communication skills

Written communication skills

Customer service skills

Problem solving skills

Time management skills

Typing skills (30-35 wpm)

Teamwork ability

Prioritization skills

Proficiency in Microsoft Office Suite

Education

Bachelor's Degree or equivalent

Job description

Summary

Responsible for providing customer service to designated clients and new business, working collaboratively with the team leader and other service team members.

Essential Duties And Responsibilities

• Interacts with clients to respond to inquiries concerning service accounts.
• Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, reviewing and proofing all employee enrollment materials, delivery of enrollment kits, and reviewing medical plan contracts and employee booklets for accuracy.
• Manages the enrollment process by coordinating the various implementation items such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating and/or conducting employee meetings, and reviewing medical plan contracts and employee booklets for accuracy.
• Develops and/or prepares communication materials for clients.
• Maintains regular contact with clients to provide service and enhance client relationships.
• Coordinates or assists with organizing client health programs and wellness fairs.
• Creates and maintains client or specific information and/or team book of business information sheets.
• Ensures up to date booklets and HIPAA Business Associate Agreements are on file for all clients for all lines of coverage.
• Maintains all internal reporting systems on clients and policies as determined by the team and ultimately the Supervisor.
• Stays abreast on legislations directly affecting clients and the insurance industry.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Education & Experience

• Bachelor's Degree or equivalent combination of education and experience.
• Two (2) or more years related work experience.
• Encouraged to complete Career Path requirements as communicated by supervisor.
• Valid Insurance License or willing to obtain within 120 days (company paid).
• Must continue to meet Continuing Education requirements for license renewal.

Skills

• Proven verbal and written communication skills.
• Proven customer service skills, including telephone and listening skills.
• Proven 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.
• Proficient in Microsoft Office Suite.