Account Associate - Employee Benefits

Alliant Insurance Services; Portland (OR); On-site; USD 52,000 - 75,000; Full time

Job summary

Alliant Insurance Services is seeking a customer-focused professional to provide service to designated clients and assist with new business. You will work closely with the team leader to coordinate enrollment activities, review contracts, and ensure accuracy of enrollment kits and materials.

You will maintain client communications, support wellness programs, and ensure HIPAA and data standards are followed. A bachelor’s degree and an active insurance license are required or expected.

Qualifications

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

Responsibilities

• Respond to inquiries concerning service accounts and client requests.
• Manage enrollment materials, contracts, and enrollment meetings for accuracy.
• Coordinate and conduct employee meetings and communicate benefits clearly.
• Prepare client communications and maintain client information sheets.
• Maintain HIPAA compliance and ensure data accuracy in systems.
• Keep up to date with regulatory changes affecting clients and the industry.
• Support team and supervisor with reporting and documentation.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Typing speed

Teamwork

Prioritization

MS Office

Education

Bachelor's degree or equivalent

Insurance license

Tools

Microsoft Office

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