Account Associate I - APEX

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.

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SUMMARY

Responsible for providing customer service and administrative/operational support to assist the service team in supporting new and existing accounts. This role is operational in nature and focuses on accuracy, organization, and timely execution.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Creates prospect and customer files on shared files

Assists with the implementation of the off-system client workbook and review of in-house build workbooks

Track required client materials and documentation for implementation of plans/products/marketing communication/files

Provide administrative training on the benefit admin sites that clients will utilize day to day

Perform any audit discrepancies within the system and external carrier discrepancies

Support Account Executives with the preparation of new client implementation and renewals

Scheduling touchpoint calls with the client to ensure that all discrepancies and/or issues are being addressed

Performs 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

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

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

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