Account Associate

Alliant; North Dakota; On-site; USD 52,000 - 66,000; Full time

Job summary

Alliant is seeking a qualified professional to support client service accounts in North Dakota. You will respond to inquiries, manage enrollment materials, and ensure accuracy of contracts and employee booklets.

The role emphasizes maintaining client relationships, coordinating enrollment meetings, and preparing clear communication materials for clients. A valid insurance license and CE requirements are expected and company-paid if needed.

Qualifications

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

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).

Skills

Verbal communication

Written communication

Customer service

Typing speed

Teamwork

Education

Bachelor's degree

2+ years experience

Insurance license

Continuing education

Job description

SUMMARY

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 Degreeor equivalent combination of education and experience
• Two (2) or more yearsrelated 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 verbal and written communication skills
• Proven customer service skills, including telephone and listening skills
• Intermediate typing skills (30 - 35 wpm)
• Ability to work within a team and to foster teamwork