Account Associate - Employee Benefits

Alliant Insurance Services; Wyoming; On-site; USD 40,000 - 60,000; Full time

Job summary

Alliant Insurance Services in Wyoming is seeking a customer service professional to support designated clients and new business, collaborating with the team leader and service colleagues.

The role emphasizes interactions with clients, enrollment materials review, benefits communication, and maintaining accurate HIPAA documents; you will nurture client relationships and support program logistics.

Qualifications

• 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.

Responsibilities

• Interacts with clients to respond to inquiries concerning service accounts.
• Manages enrollment materials and medical plan contracts for accuracy and delivery of enrollment kits.
• Coordinates enrollment meetings and communications of benefits.
• Develops and/or prepares client communications.
• Maintains regular contact with clients to enhance relationships.
• Organizes client health programs and wellness events.
• Maintains client information sheets and HIPAA agreements on file.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

Prioritization

Microsoft Office

Education

Bachelor’s degree

Two+ years experience

Insurance license ongoing CE

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);

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