Account Coordinator - Small Group Benefits

Alliant Insurance Services; Oklahoma; Remote; USD 35,000 - 52,000; Full time

Job summary

Alliant Insurance Services is seeking an organized administrative assistant to support producers and account managers with new business, renewals, and day-to-day client services.

You will prepare census files, process applications, and communicate with clients and carriers to ensure accurate, timely service. This role emphasizes strong communication, teamwork, and attention to data integrity within our agency systems.

Qualifications

• High School diploma or equivalent required.
• Two or more years related work experience.
• Encouraged to obtain Group 1 licensing.

Responsibilities

• Provides administrative support and customer service.
• Creates census files for proposals and renewing business.
• Processes individual and group applications.
• Composes general correspondence with clients and carriers.
• Interacts with clients to respond to inquiries concerning service accounts.
• Maintains a professional relationship with clients and carrier representatives through exceptional customer service.
• Coordinates appropriate resources to address the client’s management needs.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information on a timely basis).
• Other duties as assigned.

Skills

Communication

Customer service

Problem solving

Critical thinking

Teamwork

Time management

Microsoft Office

Education

High School diploma

2+ years experience

Tools

Agency management system

Job description

SUMMARY

Responsible for supporting producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients. Serves as an advocate for clients and their employees through positive relationships with carriers and continuous education.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides administrative support and customer service;
• Creates census files for proposals and renewing business;
• Processes individual and group applications;
• Composes general correspondence with clients and carriers;
• Interacts with clients to respond to inquiries concerning service accounts;
• Maintains a professional relationship with clients and carrier representatives through exceptional customer service;
• Coordinates appropriate resources to address the client’s management needs;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information on a timely basis);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• High School diploma 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 including obtaining Group 1 licensing

SKILLS

• Excellent verbal and written communication skills
• Customer service skills, including telephone and listening skills
• Problem solving and time management skills
• Critical thinking and good judgement to quickly determine and prioritize key issues
• 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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