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Client Services Associate II

2 months ago

Irvine, California, United States Alliant Insurance Services Full time

Position Overview: The role involves overseeing client service inquiries and administrative responsibilities to enhance client partnerships. Guidance is sought for intricate matters.

  • Addresses and resolves client and employee concerns regarding enrollment and billing inconsistencies.
  • Evaluates, reconciles, and dispatches client invoices.
  • Compiles and distributes client performance reports.
  • Tracks and manages enrollment and employee payroll documentation.
  • Conducts thorough audits on enrollment and payroll records.
  • Accurately submits enrollment and payroll data to relevant stakeholders.
  • Engages in new client onboarding discussions and benefits presentations.
  • Supports special initiatives as required.
  • Maintains data accuracy and adheres to organizational standards.
  • Qualifications:
  • Bachelor's degree or equivalent experience with a minimum of 2 years in a related field. Experience in accounting or auditing is advantageous.
  • Insurance licensure is a plus.
  • Proficient in Microsoft Office Suite.
  • Strong communication, customer service, analytical, and time management abilities.
  • Ability to collaborate effectively within a team environment. Encouraged to pursue Career Path development.