Account Associate I

1 month ago


Los Angeles, California, United States Alliant Insurance Services Full time

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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