Account Associate II

2 months ago

Irvine, California, United States Alliant Insurance Services Full time

**Job Summary**

At Alliant Insurance Services, we are seeking a highly skilled and detail-oriented individual to join our team as an Account Associate II. This role is responsible for providing exceptional client service and support to our clients, ensuring seamless day-to-day operations and maintaining accurate records.

**Key Responsibilities:**

  • Investigate and resolve client and employee issues related to enrollment or billing discrepancies, communicating results to relevant stakeholders.
  • Analyze, reconcile, prepare, and send client invoices, ensuring accuracy and timeliness.
  • Prepare and send client reporting, providing valuable insights and data analysis.
  • Monitor and process inbound enrollment and employee payroll files, following up with parties as necessary when files are not received on time.
  • Conduct audits on enrollment and payroll files to ensure accuracy of employee data, identifying and resolving discrepancies.
  • Post and send accurate enrollment and payroll files daily to relevant parties, maintaining data integrity.
  • Analyze and make recommendations to supervisors in solving data discrepancies, driving process improvements.
  • May attend benefit fairs to explain various voluntary products to client employees, promoting employee engagement and education.
  • Participate in new client implementation calls with the Implementation Team, ensuring smooth onboarding and setup.
  • May be assigned to special projects, contributing to the growth and development of the company.
  • Comply with agency management system data standards and data integrity, maintaining complete and accurate information.

**Requirements:**

  • Bachelor's degree or equivalent combination of education and experience.
  • Two or more years of related work experience, with Accounting and/or auditing experience preferred.
  • Valid insurance license preferred, with a commitment to 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.
  • Ability to work within a team and foster teamwork.
  • Ability to prioritize work for multiple projects and deadlines.
  • Proficient in Microsoft Office Suite.

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