Job Information
ALLIANT INSURANCE SERVICES INC Account Associate I - Employee Benefits in Spokane, Washington
Account Associate I - Employee Benefits Spokane, WA, USA Req #2835 Tuesday, November 12, 2024 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 10 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. More information is available at www.alliant.com. This position is a hybrid role in Spokane, WA 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); QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree or equivalent combination of education and experience Two (2) or more years related work experience 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 #LI-LM1 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 "Apply Now" button. If you are applying for a job and need a reasonable accommoda