Account Associate I - Employee Benefits

Alliant Insurance Services • Irvine, CA

1d

About The Position

Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts.

Requirements

• High School Diploma or equivalent combination of education and experience
• Bachelor's Degree
• One (1) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• 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

Responsibilities

• Creates prospect and customer files on shared drive
• Assists with preparing group communication pieces in Campaign Builder and other programs
• Coordinates Form 5500 completion process with clients
• Organizes client health vendor programs and wellness fairs
• Updates BenefitPoint, BrainShark, BenIQ and other proprietary databases
• Coordinates or assists with organizing WebEx meetings for Account Executives
• Attends client Open Enrollment meetings to learn and develop presentation skills
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees