Project Coordinator - Commercial Insurance

Alliant Insurance Services; Irvine (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Alliant Insurance Services is seeking an organized benefits administrator to coordinate day-to-day administration of client employee benefits programs and provide exceptional service to all stakeholders.

The role requires handling complex inquiries, preparing reports, and managing multiple projects with accuracy and timeliness. A Bachelor's degree and 1+ year in a professional office environment are expected, along with strong MS Office skills and a valid insurance license.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• 1+ year work experience in a professional office environment
• Marketing experience preferred
• Valid Insurance License
• Career Path requirements as communicated by supervisor

Responsibilities

• Deals with complex questions on the phone, by email or in person, requiring a thorough knowledge of company operations, policies, procedures and personnel.
• Reviews and summarizes miscellaneous reports and documents; prepares background documents and outgoing mail and email as necessary.
• Prioritizes and manages multiple projects simultaneously, and follows through on issues in a timely manner.
• Coordinates workflow and projects as assigned.
• Assists with preparation of materials, Excel spreadsheets, PowerPoint presentations and proposals for leadership role duties and assembly of materials as needed.
• Responds independently to letters and general correspondence of a routine nature.
• Researches and analyzes administrative projects; prepares first draft reports.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Skills

Excellent communication

Teamwork

Time management

Independent work

Written communication

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for coordinating the day-to-day administration of client employee benefits programs and providing outstanding service to all involved in the client management process. Ensures all tasks and projects are completed with accuracy and within the specified timeline to ensure 100% satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Deals with complex questions on the phone, by email or in person, requiring a thorough knowledge of company operations, policies, procedures and personnel;
• Reviews and summarizes miscellaneous reports and documents; prepares background documents and outgoing mail and email as necessary;
• Prioritizes and manages multiple projects simultaneously, and follows through on issues in a timely manner;
• Coordinates workflow and projects as assigned;
• Assists with preparation of materials, Excel spreadsheets, PowerPoint presentations and proposals for leadership role duties and assembly of materials as needed;
• Responds independently to letters and general correspondence of a routine nature;
• Researches and analyzes administrative projects; prepares first draft reports;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree or equivalent combination of education and experience
• One (1) or more years work experience in a professional office environment
• Marketing experience preferred
• Valid Insurance License
• Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

• Excellent verbal and written communication skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Ability and motivation to work independently
• 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