Account Associate I - APEX

Alliant Insurance Services • San Antonio, TX

26d

About The Position

Responsible for providing customer service and administrative/operational support to assist the service team in supporting new and existing accounts. This role is operational in nature and focuses on accuracy, organization, and timely execution.

Requirements

• 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
• 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 files
• Assists with the implementation of the off-system client workbook and review of in-house build workbooks
• Track required client materials and documentation for implementation of plans/products/marketing communication/files
• Provide administrative training on the benefit admin sites that clients will utilize day to day
• Perform any audit discrepancies within the system and external carrier discrepancies
• Support Account Executives with the preparation of new client implementation and renewals
• Scheduling touchpoint calls with the client to ensure that all discrepancies and/or issues are being addressed
• Performs 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level