Account Coordinator - Small Group Benefits

Alliant Insurance Services; United States; On-site; USD 42,000 - 54,000; Full time

Job summary

Alliant Insurance Services is seeking an administrative professional to support producers and account managers. You will process applications, renewals, and client inquiries while maintaining strong relationships with clients and carriers.

The role emphasizes data accuracy, timely processing, and teamwork within a fast-paced insurance brokerage environment. A proactive approach to licensing steps is encouraged and supported by supervision.

Qualifications

• High School diploma or equivalent combination of education and experience.
• Two or more years related work experience.
• Encouraged to complete Career Path requirements as communicated by supervisor including obtaining 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

Excellent verbal and written comunics

Customer service

Problem solving

Critical thinking

Teamwork

Prioritization

Education

High School diploma

Two or more years related work experience

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 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

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