Account Associate

Alliant Insurance Services•Chicago, IL

About The Position

Responsible for providing customer service to designated clients and new business, working collaboratively with the team leader and other service team members. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts with clients to respond to inquiries concerning service accounts; Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, reviewing and proofing all employee enrollment materials, delivery of enrollment kits, and reviewing medical plan contracts and employee booklets for accuracy; Manages the enrollment process by coordinating the various implementation items such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating and/or conducting employee meetings, and reviewing medical plan contracts and employee booklets for accuracy; Develops and/or prepares communication materials for clients; Maintains regular contact with clients to provide service and enhance client relationships; Coordinates or assists with organizing client health programs and wellness fairs; Creates and maintains client or specific information and/or team book of business information sheets; Ensures up to date booklets and HIPAA Business Associate Agreements are on file for all clients for all lines of coverage; Maintains all internal reporting systems on clients and policies as determined by the team and ultimately the Supervisor; Stays abreast on legislations directly affecting clients and the insurance industry; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Requirements

Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience
Two (2) or more years of related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Proven verbal and written communication skills
Proven customer service skills, including telephone and listening skills
Proven 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

Responsibilities

Interacts with clients to respond to inquiries concerning service accounts
Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, reviewing and proofing all employee enrollment materials, delivery of enrollment kits, and reviewing medical plan contracts and employee booklets for accuracy
Manages the enrollment process by coordinating the various implementation items such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating and/or conducting employee meetings, and reviewing medical plan contracts and employee booklets for accuracy
Develops and/or prepares communication materials for clients
Maintains regular contact with clients to provide service and enhance client relationships
Coordinates or assists with organizing client health programs and wellness fairs
Creates and maintains client or specific information and/or team book of business information sheets
Ensures up to date booklets and HIPAA Business Associate Agreements are on file for all clients for all lines of coverage
Maintains all internal reporting systems on clients and policies as determined by the team and ultimately the Supervisor
Stays abreast on legislations directly affecting clients and the insurance industry
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)