Strategic Insurance Account & Onboarding Lead

Alliant Insurance Services; Oregon (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Employee benefits program

Job summary

Alliant Insurance Services seeks an experienced operations liaison to serve as the primary contact between the General Agency, brokers, employers, and carrier partners. You will support new business, enrollment, renewals, and ongoing service with a focus on accuracy and client satisfaction.

Applicants should have a Bachelor's degree (or equivalent), 5+ years of related experience, and a valid insurance license. CE requirements must be maintained to renew the license.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Five (5) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Builds and maintains trusted relationships with assigned brokers, agencies, carrier partners, and employer groups to promote retention, growth, and exceptional service.
• Serves as the primary day-to-day General Agency contact for assigned producers and carrier partners.
• Supports producer-led new business efforts including quoting, plan recommendations, proposal preparation, RFP responses, and quote-to-card coordination.
• Reviews and scrubs new business submissions for completeness and accuracy prior to carrier submission.
• Coordinates new group implementations, installation activities, enrollment timelines, and carrier onboarding requirements.
• Conducts or participates in employer implementation meetings, employee education meetings, benefit presentations, and open enrollment meetings in partnership with producers and carrier representatives.
• Facilitates renewal activities including proposal preparation, alternative plan options, plan design changes, and renewal strategy discussions.
• Provides first-line operational support by researching and resolving eligibility, billing, claims, pharmacy, ID card, provider directory, plan change, member add/termination, reinstatement, ancillary product, and other service-related issues using carrier service platforms whenever possible.
• Assists producers and employer groups with carrier portals, eServices, Employee Navigator, connectivity, and other enrollment or technology platforms.

Skills

Communication skills

Meeting leadership

Customer service

Analytical thinking

Time management

Office software

Education

Bachelor's degree or equivalent

5+ years experience

Insurance license

Tools

Microsoft Office Suite

agency management systems

carrier portals & enrollment tech

Job description

Alliant Insurance Services seeks an experienced operations liaison to serve as the primary contact between the General Agency, brokers, employers, and carrier partners. You will support new business, enrollment, renewals, and ongoing service with a focus on accuracy and client satisfaction.

Applicants should have a Bachelor's degree (or equivalent), 5+ years of related experience, and a valid insurance license. CE requirements must be maintained to renew the license.