Account Associate - Employee Benefits

Alliant; Chicago, Northern (IL, KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Alliant is seeking a customer service professional to support designated clients and new business, collaborating with the team leader and service teammates.

The role emphasizes accurate processing of enrollment materials, HIPAA compliance, and building strong client relationships through proactive communication.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Two or more years related work experience.
• Must continue to meet Continuing Education requirements for license renewal.
• Valid Insurance License.

Responsibilities

• Interact with clients to respond to inquiries concerning service accounts.
• Review and proof enrollment materials and medical plan contracts for accuracy.
• Coordinate and conduct employee enrollment meetings and materials.
• Develop and prepare client communications.
• Maintain regular contact with clients to enhance relationships.
• Coordinate client health programs and wellness events.
• Create and maintain client information and team book of business sheets.
• Ensure HIPAA Business Associate Agreements are on file for all clients.
• Maintain internal reporting systems on clients and policies as directed by supervision.
• Stay updated on legislation affecting clients and the insurance industry.
• Comply with data standards in the agency management system.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Typing 30-35 wpm

Teamwork

Microsoft Office

Education

Bachelor's degree or equivalent

2+ years related experience

Valid Insurance License

Tools

Microsoft Office Suite

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);
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.;
• Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degreeor equivalent combination of education and experience

Two (2) or more yearsrelated work experience

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License

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

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