Account Associate — Client Services & Benefits Enrollment

Alliant Insurance Services; Seattle (WA); On-site; USD 60,000 - 75,000; Full time

Job summary

Alliant Insurance Services is seeking a detail-oriented customer service professional to support designated clients and new business. You will work with the team leader and service colleagues to deliver accurate enrollment materials and timely responses to client inquiries.

The role involves managing enrollment processes, preparing communications, and maintaining up-to-date contracts and HIPAA docs while fostering strong client relationships across our national broker network.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Two or more years related work experience.
• Encouraged to complete Career Path requirements as communicated by supervisor.
• Valid Insurance License must continue to meet Continuing Education requirements for license renewal

Responsibilities

• Interact with clients to respond to inquiries concerning service accounts.
• Manage materials such as master application and binder check; review enrollment materials for accuracy.
• Coordinate enrollment processes and meetings; review medical plan contracts and employee booklets.
• Develop and/or prepare client communications.
• Maintain regular contact with clients to enhance relationships.
• Assist with organizing client health programs and wellness fairs.
• Maintain information sheets and HIPAA Business Associate Agreements on file.
• Ensure data integrity in agency management systems and reporting.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Typing

Teamwork

Prioritization

Microsoft Office

Education

Bachelor's degree or equivalent

2+ years related experience

Insurance license + continuing education

Job description

Alliant Insurance Services is seeking a detail-oriented customer service professional to support designated clients and new business. You will work with the team leader and service colleagues to deliver accurate enrollment materials and timely responses to client inquiries.

The role involves managing enrollment processes, preparing communications, and maintaining up-to-date contracts and HIPAA docs while fostering strong client relationships across our national broker network.