Account Associate

Alliant Insurance Services; North Dakota; On-site; USD 40,000 - 60,000; Full time

Job summary

Alliant Insurance Services is looking for a customer service professional to support designated clients and new business in North Dakota. Responsibilities include interacting with clients, managing insurance materials, and coordinating enrollment processes. Candidates should hold a Bachelor's degree and have relevant work experience. Skills in communication, problem-solving, and teamwork are essential. A valid Insurance License or the willingness to obtain one within 120 days is required.

Qualifications

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

Responsibilities

• Provide customer service to designated clients and new business.
• Interact with clients to respond to inquiries concerning service accounts.
• Manage enrollment process and client communication materials.
• Maintain regular contact with clients to enhance relationships.
• Stay informed on legislations affecting clients and the industry.

Skills

Verbal and written communication skills

Customer service skills

Problem solving and time management skills

Intermediate typing skills

Teamwork

Ability to prioritize work

Microsoft Office Suite proficiency

Education

Bachelor's Degree or equivalent combination of education and experience

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);

QUALIFICATIONS

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;