Account Associate II

1 month ago

Irvine, California, United States Alliant Insurance Services Full time
Job Summary

We are seeking a highly skilled and detail-oriented Account Associate II to join our team at Alliant Insurance Services. This role will be responsible for the daily processing of various client-related service issues and administrative tasks that support the overall client relationship.

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.
  • 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, improving processes and efficiency.
  • May attend benefit fairs to explain various voluntary products to client employees, promoting employee benefits and well-being.
  • Participate in new client implementation calls with the Implementation Team, ensuring seamless onboarding and integration.
  • May be assigned to special projects, requiring flexibility and adaptability.
  • Comply with agency management system data standards and data integrity, maintaining complete and accurate information.
Qualifications

To be successful in this role, you will need:

  • 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, if applicable.
  • Continuing Education requirements for license renewal.
  • Encouragement to complete Career Path requirements as communicated by supervisor.
Skills

This role requires:

  • 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.
  • Proficiency in Microsoft Office Suite.
Language

This role will be conducted in English.

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