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Assistant Account Associate

Expired Job

Alliant Indian Wells , CA 92210

Posted 2 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 support to assist the team leader and service team in servicing existing accounts and soliciting new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

  • Assists service team with 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;

  • Assists service team with the enrollment process such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating employee meetings, and reviewing medical plan contracts and employee booklets for accuracy;

  • Assists with developing and/or preparing communication materials for clients;

  • Assists service team with organizing client health programs and wellness fairs;

  • Assists with the creation of 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;

  • Assists team with maintaining all internal reporting systems on clients and policies as determined by the team, Account Associate, 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
1 - 2 years related work experience

Valid insurance license or must be obtained within 120 days

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

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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Assistant Account Associate

Expired Job

Alliant