Client Services & Benefits Specialist

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

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.