Account Associate - Employee Benefits

Alliant Chicago , IL 60602

Posted 1 month 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 designated clients and new business, working collaboratively with the team leader and other service team members.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  • Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, reviewing and proofing all employee enrollment materials, delivery of enrollment kits, and reviewing medical plan contracts and employee booklets for accuracy;

  • Manages the enrollment process by coordinating the various implementation items such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating and/or conducting employee meetings, and reviewing medical plan contracts and employee booklets for accuracy;

  • Develops and/or prepares communication materials for clients;

  • Maintains regular contact with clients to provide service and enhance client relationships;

  • Coordinates or assists with organizing client health programs and wellness fairs; Creates and maintains client or specific information and/or team book of business information sheets;

  • Ensures up to date booklets and HIPAA Business Associate Agreements are on file for all clients for all lines of coverage;

  • Maintains all internal reporting systems on clients and policies as determined by the team and ultimately the Supervisor;

  • Stays abreast on legislations directly affecting clients and the insurance industry;

  • 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
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

Proven verbal and written communication skills

Proven customer service skills, including telephone and listening skills

Proven 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