Account Associate - Employee Benefits

Alliant Fresno , CA 93707

Posted 5 months ago

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.

SUMMARY

Responsible for providing customer service to assist Producers and service team in servicing existing accounts and soliciting new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Processes individual and group applications;

  • Processes COBRA & FSA statements and billing;

  • Composes general correspondence with clients and carriers;

  • Interacts with clients to respond to inquiries concerning service accounts;

  • Coordinates Form 5500 completion process with clients;

  • May coordinate or assist with organizing client health programs and wellness fairs;

  • Assists with preparing group communication pieces for client open enrollment;

  • Maintains database of carrier information and underwriting criteria;

  • Creates and maintains client or group information sheets;

  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

  • Travel will be required, normally 2 days a week;

  • Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience
2 - 4 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

Bilingual in Spanish required

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

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.

For immediate consideration for this position, please click on the "Submit Resume" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.


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Account Associate - Employee Benefits

Alliant