Assistant Account Associate I

Alliant Insurance Services; Spokane (WA); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Alliant Insurance Services seeks a detail-oriented support specialist to bolster the client service team. You will review benefits contracts, coordinate meetings, and assist in preparing client-facing materials while updating systems and trackers. Excellent communication and problem-solving skills are essential for success.

The role emphasizes teamwork, accuracy, and adherence to agency data standards, with opportunities for growth within a top-tier brokerage.

Qualifications

• High school diploma or equivalent required.
• Less than 1 year related work experience preferred.
• Valid insurance license and ongoing CE requirements.
• Career Path requirements to be completed as directed.

Responsibilities

• Reviews and compares benefits contracts, renewal documents for accuracy.
• Coordinates or assists with organizing meetings for the service team.
• Attends client meetings to learn and develop presentation skills; takes notes.
• Updates internal agency management systems and reviews for accuracy.
• Responds to client inquiries with guidance from the support team.
• Complies with data standards and maintains information integrity.

Skills

Verbal & written communication

Time management

Teamwork

Problem solving

Attention to detail

Education

High School Diploma or equivalent

Less than 1 year related work experience

Valid Insurance License

Continuing Education 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.

Hybrid work schedule: In-office requirement.

Summary

Responsible for performing customer service, technical, and administrative tasks that support the service team and overall client relationship.

Essential Duties And Responsibilities

• Reviews and compares benefits contracts, renewal documents and other materials for accuracy.
• Coordinates or assists with organizing meetings for service team.
• Participates in designated client meetings to learn and develop presentation skills; takes notes if needed.
• Partners with administrative team for the distribution of collateral and other client materials; sets appropriate timelines.
• Updates internal agency management systems and reviews for accuracy.
• Saves appropriate documents to online folders and files using the appropriate file structure and naming convention.
• Maintains and updates designated trackers and project management tools.
• Coordinates Form 5500 completion process with vendor.
• May attend benefits fairs to explain various products to client’s employees.
• May assist with the preparation of renewal and marketing spreads and other client facing materials.
• May assist with inputting carrier data into experience templates.
• Assists with creating and updating employee facing communications.
• Responds to client inquiries with guidance from the support team.
• Requests information from carriers.
• May send Broker Compensation Disclosure and other required disclosures to client.
• Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

Qualifications

Education / Experience

• High School Diploma or equivalent combination of education and experience
• Less than 1 year 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

• Proficient in Microsoft Office Suite
• Good problem solving and time management skills
• Good verbal and written communication skills
• Ability to prioritize work for multiple tasks and deadlines
• Ability to work within a team and to foster teamwork
• Ability to analyze and make recommendations to supervisor in solving data discrepancies

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