Account Associate I

4 days ago


Irvine, California, United States Alliant Insurance Services Full time
Account Associate I

At Alliant Insurance Services, we strive to deliver exceptional employee benefits solutions that foster growth and well-being. As a top-tier professional, you will play a crucial role in solving our clients' health and welfare insurance challenges. Our unique approach enables us to help clients stay resilient and turn change into opportunity.

Key Responsibilities:
  • Creates prospect and customer files on shared drives.
  • Assists with preparing group communication pieces in Campaign Builder and other programs.
  • Coordinates Form 5500 completion processes with clients.
  • Organizes client health vendor programs and wellness fairs.
  • Updates BenefitPoint, BrainShark, BenIQ, and other proprietary databases.
  • Coordinates or assists with organizing WebEx meetings for Account Executives.
  • Attends client Open Enrollment meetings to learn and develop presentation skills.
  • Complies with agency management system data standards and data integrity.
Requirements:
  • High school diploma or equivalent combination of education and experience.
  • Related work experience preferred.
  • 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.
  • Ability to work within a team and to foster teamwork.
  • Ability to prioritize work for multiple projects and deadlines.

We offer a comprehensive financial package and a dynamic work environment that encourages growth and development. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.


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