Account Associate II
3 weeks ago
Job Summary
We are seeking a highly skilled Account Associate II to join our team at Alliant Insurance Services. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and ensuring the smooth operation of our daily processing activities.
Key Responsibilities
- Investigate and resolve client and employee issues related to enrollment and billing discrepancies, communicating results to stakeholders as needed.
- Analyze, reconcile, prepare, and send client invoices, ensuring accuracy and timeliness.
- Prepare and send client reporting, providing valuable insights and data to support business decisions.
- Monitor and process inbound enrollment and employee payroll files, following up with parties as necessary to ensure timely receipt.
- 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 and compliance.
- Analyze and make recommendations to supervisors to resolve data discrepancies, driving process improvements and efficiency.
- Participate in new client implementation calls with the Implementation Team, ensuring seamless onboarding and client satisfaction.
- Assist with special projects as assigned, demonstrating adaptability and a willingness to learn.
- 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 a preference for accounting and/or auditing experience.
- 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
- Excellent verbal and written communication skills.
- Strong 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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