Posted Thursday, January 22, 2026 at 9:00 AM
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 10 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. More information is available at www.alliant.com.
SUMMARY Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of employer-sponsored retirement plans and securities-related products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Maintains ongoing client contact to assist with day-to-day service issues and vendor management
Works with vendors and Third Party Administrators to automate process of data collection and analysis
Schedules and attends client meetings for prospects and existing clients
Maintains client and due diligence files
Records notes at meetings and prepares minutes for various investment committees
Prepares investment reviews using Morningstar, RPAG & FiRM software
Prepares investment committee meeting materials and booklets
Assists in completing plan applications, plan document review, and plan implementation
Assists auditors with Form 5500 preparations and data collection
Assists vendors with year-end testing data collection
Assists with or conducts participant enrollment meetings
Supports the 401(k) department with general industry knowledge
Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability
Assists in resolving plan issues that result from plan failures or poor participation
Completes Request for Proposals
Generally manages complex plans with over $10 million in assets and over 100 participants
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned
QUALIFICATIONS
Bachelor’s degree or equivalent combination of education and experience
Five (5) or more years related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations required
Experience with mid to large (250+) clients
Valid Series 65 license
Securities license (SIE, Series 6 or 7 and 63) preferred
SKILLS
Excellent verbal and written communication and presentation skills
Excellent interpersonal, relationship building, negotiating and problem solving skills
Exceptional attention to detail
Ability and motivation to work independently
Good planning, organizational and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
#LI-REMOTE #LI-LM1
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.
For immediate consideration for this position, please click on
Apply Now
button.
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.
#J-18808-Ljbffr
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 10 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. More information is available at www.alliant.com.
SUMMARY Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of employer-sponsored retirement plans and securities-related products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Maintains ongoing client contact to assist with day-to-day service issues and vendor management
Works with vendors and Third Party Administrators to automate process of data collection and analysis
Schedules and attends client meetings for prospects and existing clients
Maintains client and due diligence files
Records notes at meetings and prepares minutes for various investment committees
Prepares investment reviews using Morningstar, RPAG & FiRM software
Prepares investment committee meeting materials and booklets
Assists in completing plan applications, plan document review, and plan implementation
Assists auditors with Form 5500 preparations and data collection
Assists vendors with year-end testing data collection
Assists with or conducts participant enrollment meetings
Supports the 401(k) department with general industry knowledge
Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability
Assists in resolving plan issues that result from plan failures or poor participation
Completes Request for Proposals
Generally manages complex plans with over $10 million in assets and over 100 participants
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned
QUALIFICATIONS
Bachelor’s degree or equivalent combination of education and experience
Five (5) or more years related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations required
Experience with mid to large (250+) clients
Valid Series 65 license
Securities license (SIE, Series 6 or 7 and 63) preferred
SKILLS
Excellent verbal and written communication and presentation skills
Excellent interpersonal, relationship building, negotiating and problem solving skills
Exceptional attention to detail
Ability and motivation to work independently
Good planning, organizational and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
#LI-REMOTE #LI-LM1
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.
For immediate consideration for this position, please click on
Apply Now
button.
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.
#J-18808-Ljbffr