Account Associate I
1 month ago
Job Summary
We are seeking a highly organized and detail-oriented Account Associate I to join our team at Alliant Insurance Services. As a key member of our service team, you will provide exceptional customer service and clerical support to assist our clients in managing their employee benefits.
Key Responsibilities
- Creates and maintains accurate and up-to-date client files
- Assists with preparing group communication pieces and coordinating Form 5500 completion process
- Organizes client health vendor programs and wellness fairs
- Updates proprietary databases and coordinates WebEx meetings for Account Executives
- Attends client Open Enrollment meetings to 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 (30 - 35 wpm)
About Alliant Insurance Services
We are a leading insurance brokerage firm providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. We offer a competitive financial package and a dynamic work environment with opportunities for growth and development.
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