Account Associate I - Employee Benefits
Alliant Insurance Services, Irvine, California, United States, 92616
Customer Service And Clerical Support Representative
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: 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 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 We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.
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: 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 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 We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.