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.
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SUMMARY
Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts.
ESSENTIAL DUTIES AND 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.
QUALIFICATIONS
EDUCATION / EXPERIENCE
High School Diploma or equivalent combination of education and experience
Bachelor's Degree
One (1) or more years
Valid Insurance License
SKILLS
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
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