Insurance Associate

3 weeks ago


Irvine, California, United States Alliant Insurance Services Full time

At Alliant Insurance Services, we strive to deliver exceptional employee benefits solutions that foster growth and well-being.

As a top-tier professional dedicated to solving clients' health and welfare insurance challenges, Alliant team members provide an unparalleled depth of service, empowering clients to stay resilient and turn change into opportunity.

This role presents a chance to become part of a dynamic, expanding company with opportunities for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant offers property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

Key Responsibilities:

  • Support the service team in providing customer service and clerical assistance to existing accounts.
  • Assist in preparing group communication pieces using Campaign Builder and other programs.
  • Coordinate the Form 5500 completion process with clients.
  • Organize client health vendor programs and wellness fairs.
  • Update BenefitPoint, BrainShark, BenIQ, and other proprietary databases.
  • Coordinate or assist with organizing WebEx meetings for Account Executives.
  • Attend client Open Enrollment meetings to develop presentation skills.
  • Ensure compliance 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 foster teamwork.
  • Ability to prioritize work for multiple projects and deadlines.

We offer a comprehensive, high-quality employee program that meets employees' needs now and in the future, including a competitive financial package.

We encourage you to explore what we have to offer.



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