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Account Associate

4 months ago

Chicago, United States Alliant Insurance Services Full time

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.

SUMMARY
Responsible for providing customer service to assist Producers and service team in servicing existing accounts and soliciting new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES
- Processes COBRA & FSA statements and billing;
- Composes general correspondence with clients and carriers;
- Interacts with clients to respond to inquiries concerning service accounts;
- Coordinates Form 5500 completion process with clients;
- May coordinate or assist with organizing client health programs and wellness fairs;
- Assists with preparing group communication pieces for client open enrollment;
- Maintains database of carrier information and underwriting criteria;
- Creates and maintains client or group information sheets;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE
High school diploma or equivalent combination of education and experience
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
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

LI-AQ1

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 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.

For more information on Alliant Insurance Service's benefits, click here.