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Account Associate III
3 months ago
San Francisco, CA, USA ● Walnut Creek, CA, USA Req #2195
Thursday, June 27, 2024At 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 >.
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 II 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.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
4 - 6 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 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-AS1
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.
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 and let us know the nature of your request and contact information.
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