Account Associate III - 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. SUMMARY Responsible for the administration and servicing of client and prospect accounts within Employee Benefits. Communicates with and establishes a solid relationship with clients, prospective clients and carriers while exhibiting superior customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Exhibits proven competence in all Account Associate I duties and knowledge requirements. Participates in new client planning meetings to establish implementation plan. Assists with implementing TPA and BenAdmin systems, and completes renewals within those systems. Meets with clients to review benefit administration guides, and to discuss customer service and billing procedures. Works with carriers to create client Wrap Documents. Supports servicing account team by acting as client‑specific benefit plan expert. Evaluates Health and Wellness programs and their impact on renewals. Investigates claims issues and facilitates claims resolution with client, employees 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 Bachelor's Degree or equivalent combination of education and experience Four (4) 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 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 View email address on click.appcast.io For more information on Alliant Insurance Service's benefits, please visit #J-18808-Ljbffr