Client Services & Enrollment Associate

Alliant Insurance Services, Inc.; Wyoming; On-site; USD 42,000 - 56,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a customer service professional to support designated clients and new business. You will work with the team leader and service teammates to ensure accurate, timely responses.

The role involves managing enrollment processes, reviewing contracts, preparing communications, and maintaining client records. You will stay current on insurance regulations and uphold data integrity in all systems.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• Two or more years related work experience.
• Insurance license with continued CE requirements for license renewal.
• Career path requirements as communicated by supervisor.

Responsibilities

• Respond to client inquiries about service accounts.
• Manage enrollment materials and review contracts for accuracy.
• Coordinate enrollment meetings and communicate benefits to employees.
• Develop and prepare client communication materials.
• Maintain client relationships and provide ongoing service.
• Assist with organizing client health programs and wellness events.
• Create and maintain client or team information sheets.
• Ensure HIPAA BAAs and up-to-date booklets on file for all clients and lines of coverage.
• Maintain internal reporting systems on clients and policies as directed.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Typing 30-35 wpm

Teamwork

Prioritization

Microsoft Office

Education

Bachelor’s degree or equivalent education/experience

Two or more years related work experience

Insurance license with continuing education requirements

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services, Inc. is seeking a customer service professional to support designated clients and new business. You will work with the team leader and service teammates to ensure accurate, timely responses.

The role involves managing enrollment processes, reviewing contracts, preparing communications, and maintaining client records. You will stay current on insurance regulations and uphold data integrity in all systems.