Account Associate - Employee Benefits

Alliant Insurance Services; Helena (MT); On-site; USD 55,000 - 75,000; Full time

Job summary

Alliant Insurance Services seeks a dedicated customer service professional to support designated clients and new business. You will work with the team leader and service team to deliver excellent service and accurate enrollment materials.

Responsibilities include coordinating enrollment meetings, communicating benefits, and maintaining compliant client booklets and agreements. A strong focus on client relationships and data integrity is required.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Two (2) or more years related work experience.
• Valid Insurance License must continue to meet Continuing Education requirements for license renewal.
• 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.

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, enrollment materials, and reviewing contracts for accuracy.
• Coordinates enrollment process and client meetings, and ensures accuracy of enrollment materials.
• Develops and/or prepares communication materials for clients.
• Maintains regular contact with clients to provide service and enhance client relationships.
• Organizes client health programs and wellness fairs.
• Maintains client information sheets and HIPAA Business Associate Agreements on file.
• Keeps internal reporting systems up to date for clients and policies.
• Stays abreast of legislations affecting clients and the insurance industry.
• Ensures data integrity in agency management system.

Skills

Verbal & written communication

Customer service

Problem solving

Typing 30-35 wpm

Teamwork

Prioritization

MS Office

Education

Bachelor's degree or equivalent

2+ years related experience

Insurance License (CE requirements)

Tools

Microsoft Office Suite

Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.

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 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

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail].

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits