Account Associate II - Employee Benefits

Alliant Insurance Services•Philadelphia, PA

About The Position

Responsible for providing customer service to assist Account Executive and service team in servicing existing accounts and prospect accounts within Employee Benefits.

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
Proficient in Microsoft Office Suite

Nice To Haves

Encouraged to complete Career Path requirements as communicated by supervisor

Responsibilities

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).
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.