Account Coordinator - Small Group Benefits

Reposted 18 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
20-25 Hourly
Junior
Insurance
The Role
Supports producers and account managers with new business, renewals, and daily employee benefits account services. Responsibilities include preparing census files, processing individual and group applications, drafting correspondence, responding to client and carrier inquiries, coordinating resources, maintaining accurate agency management system data, and providing exceptional customer service. The role requires strong communication, organization, problem-solving, teamwork, and Microsoft Office skills.
Summary Generated by Built In

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at www.alliant.com.


SUMMARY

 

Responsible for supporting producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients. Serves as an advocate for clients and their employees through positive relationships with carriers and continuous education. 


ESSENTIAL DUTIES AND RESPONSIBILITIES


Provides administrative support and customer service;

 

Creates census files for proposals and renewing business;


Processes individual and group applications;


Composes general correspondence with clients and carriers;


Interacts with clients to respond to inquiries concerning service accounts;


Maintains a professional relationship with clients and carrier representatives through exceptional customer service;


Coordinates appropriate resources to address the client’s management needs;


Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information on a timely basis);


Other duties as assigned.

 


QUALIFICATIONS

EDUCATION / EXPERIENCE


High School diploma or equivalent combination of education and experience


Two (2) or more years related work experience


Encouraged to complete Career Path requirements as communicated by supervisor including obtaining Group 1 licensing

 

 

SKILLS


Excellent verbal and written communication skills 


Customer service skills, including telephone and listening skills


Problem solving and time management skills


Critical thinking and good judgement to quickly determine and prioritize key issues


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-CD1 #LI-Remote

 

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

Skills Required

  • High school diploma or equivalent combination of education and experience
  • Two or more years of related work experience
  • Complete Career Path requirements, including obtaining Group 1 licensing
  • Excellent verbal and written communication skills
  • Customer service, telephone, and listening skills
  • Problem-solving, time management, critical thinking, and judgment skills
  • Ability to work within a team and foster teamwork
  • Ability to prioritize multiple projects and deadlines
  • Proficiency in Microsoft Office Suite
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The Company
HQ: Irvine, CA
4,047 Employees
Year Founded: 1925

What We Do

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

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