Voluntary Benefits Consultant

Alliant Insurance Services; Irvine (CA); Remote; USD 85,000 - 110,000; Full time

Job summary

Alliant Insurance Services is seeking a Benefits Implementation Specialist to support the design and enrollment of voluntary benefits for clients in California. You will guide local account teams through RFP/RFI processes and coordinate with carriers to deliver streamlined solutions.

The role requires 3+ years in employee benefits, project management, and sales/marketing experience, plus a valid license within 90 days. Strong communication and data integrity are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 3+ years insurance agency or company experience in employee benefits.
• Project management experience.
• Sales, marketing experience.
• Voluntary Benefits experience.
• Valid Insurance License within 90 Days.

Responsibilities

• Design, implement and enroll insureds in voluntary benefits programs.
• Gather client needs and insured population details for RFP/RFI process.
• Prepare and submit RFP/RFI documents to multiple carriers; review responses.
• Quote voluntary benefits with carriers; coordinate benefits administration platform.
• Present plan options and recommendations to clients with the account management team.
• Oversee full implementation lifecycle; develop communication collateral and data interfaces.
• Assist with post-implementation escalations related to voluntary benefits.
• Stay informed on trends in voluntary benefits and pursue professional development.
• Ensure data integrity in agency management system and maintain records.
• Other duties as assigned.

Skills

Insurance benefits knowledge

MS Office

Attention to detail

Communication skills

Adaptability

Task prioritization

Team collaboration

Work ethic

Education

Bachelor's degree or equivalent

3+ years in employee benefits

Project management experience

Sales/Marketing experience

Voluntary Benefits experience

Insurance license within 90 days

Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

SUMMARY

Responsible for providing guidance and support to the local account management team with the design, implementation and enrollment in voluntary benefits programs within a geographic area. Ensures the successful implementation of voluntary benefits programs for Alliant's Employee Benefits clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides guidance and support to local account management teams in designing, implementing and enrolling insureds in voluntary benefits programs.
• Gathers client needs and insured population details necessary for the request for proposal (RFP) and request for information (RFI) process.
• Responsible for the RFP and RFI process; prepares and submits RFP and RFI documents to multiple carriers, reviews RFP responses and recommendations.
• Works with carrier partners to quote voluntary benefits based on clients established or anticipated benefits administration platform.
• Partners with the account management team to present plan options and product recommendations to clients.
• Responsible for voluntary benefits program full implementation lifecycle; including developing communication collateral, eligibility data interfaces, and online carrier platform access for insureds.
• Assists account management team with addressing post-implementation escalated service issues related to the voluntary benefits program.
• Serves as resource to region on latest trends related to voluntary benefits programs.
• Pursues a program of personal, professional and career development.
• 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

• Three (3) or more years insurance agency or company experience in employee benefits
• Project management experience
• Sales, marketing experience
• Voluntary Benefits experience
• Valid Insurance License within 90 Days

SKILLS

• Basic insurance benefits knowledge necessary
• Proficient in Microsoft Office Suite
• Skill in completing assignments accurately and with attention to detail
• Superior communication and presentation skills
• Ability to be resourceful and adaptive in an evolving organization
• Ability to handle multiple tasks and priorities efficiently and with clear focus
• Ability to maintain effective working relationships with others
• Ability to maintain a strong work ethic and demonstrate a high level of initiative

#LI-AQ1

#LI-REMOTE

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