Employee Benefits Client Services Associate

Alliant Insurance Services; Helena (MT); On-site; USD 55,000 - 75,000; Full time

Job summary

Alliant Insurance Services seeks a dedicated customer service professional to support designated clients and new business. You will work with the team leader and service team to deliver excellent service and accurate enrollment materials.

Responsibilities include coordinating enrollment meetings, communicating benefits, and maintaining compliant client booklets and agreements. A strong focus on client relationships and data integrity is required.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Two (2) or more years related work experience.
• Valid Insurance License must continue to meet Continuing Education requirements for license renewal.
• Proven verbal and written communication skills.
• Proven customer service skills, including telephone and listening skills.
• Proven problem solving and time management skills.
• Intermediate typing skills (30 - 35 wpm).
• Ability to work within a team and to foster teamwork.
• Ability to prioritize work for multiple projects and deadlines.
• Proficient in Microsoft Office Suite.

Responsibilities

• Interacts with clients to respond to inquiries concerning service accounts.
• Manages transitional insurance company materials such as master application and binder check, termination letters, enrollment materials, and reviewing contracts for accuracy.
• Coordinates enrollment process and client meetings, and ensures accuracy of enrollment materials.
• Develops and/or prepares communication materials for clients.
• Maintains regular contact with clients to provide service and enhance client relationships.
• Organizes client health programs and wellness fairs.
• Maintains client information sheets and HIPAA Business Associate Agreements on file.
• Keeps internal reporting systems up to date for clients and policies.
• Stays abreast of legislations affecting clients and the insurance industry.
• Ensures data integrity in agency management system.

Skills

Verbal & written communication

Customer service

Problem solving

Typing 30-35 wpm

Teamwork

Prioritization

MS Office

Education

Bachelor's degree or equivalent

2+ years related experience

Insurance License (CE requirements)

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services seeks a dedicated customer service professional to support designated clients and new business. You will work with the team leader and service team to deliver excellent service and accurate enrollment materials.

Responsibilities include coordinating enrollment meetings, communicating benefits, and maintaining compliant client booklets and agreements. A strong focus on client relationships and data integrity is required.