Account Associate II - Employee Benefits

Job Title

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 include:

• 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).
• Performs 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.

Qualifications include:

• 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 include:

• 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

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