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Alliant Insurance Services

Account Associate II - Employee Benefits

Irvine, CA, USPosted 1 months ago
remote

Job Description

  SUMMARY    Responsible for providing customer service to assist Account Executive and service team in servicing existing accounts and prospect accounts within Employee Benefits.      ESSENTIAL DUTIES AND RESPONSIBILITIES     Exhibits proven competence in all Account Associate I duties and knowledge requirements. Develops group communication pieces for client open enrollment, including benefit summaries and brochures. Conducts client open enrollment meetings and answers questions regarding benefit coverage. Reviews client contracts to identify errors and to ensure appropriate corrections are made prior to execution. Interacts with clients to respond to inquiries concerning service accounts. Maintains internal and external databases of client and carrier information and underwriting criteria. Processes individual and group applications. Processes COBRA & FSA statements and billing. Composes general correspondence with clients and carriers. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Other duties as assigned. Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned     QUALIFICATIONS  EDUCATION/EXPERIENCE   High School Diploma or equivalent combination of education and experience   Bachelor's Degree   Two (2) or more years related work experience   Valid Insurance License   Must continue to meet 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   Intermediate typing skills (30 - 35 wpm)   Ability to work within a team and to foster teamwork   Ability to prioritize work for multiple projects and deadlines   Proficient in Microsoft Office Suite         #LI-LM1  

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Account Associate II - Employee Benefits at Alliant Insurance Services | Renata