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Account Associate II - Employee Benefits
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 >.
SUMMARY
Responsible for providing customer service to assist Account Executive and service team in servicing existing accounts and prospect accounts within Employee Benefits.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Exhibits proven competence in all Account Associate I duties and knowledge requirements.
Develops group communication pieces for client open enrollment, including benefit summaries and brochures.
Conducts client open enrollment meetings and answers questions regarding benefit coverage.
Reviews client contracts to identify errors and to ensure appropriate corrections are made prior to execution.
Interacts with clients to respond to inquiries concerning service accounts.
Maintains internal and external databases of client and carrier information and underwriting criteria.
Processes individual and group applications.
Processes COBRA & FSA statements and billing.
Composes general correspondence with clients and carriers.
Complies with agency management system data standards and data integrity (enters and maintains
complete and accurate information).
Other duties as assigned.
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned
QUALIFICATIONS
EDUCATION/EXPERIENCE
High School Diploma or equivalent combination of education and experience
Bachelor's Degree
Two (2) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
Good verbal and written communication skills
Good customer service skills, including telephone and listening skills
Good 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
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