Alliant Insurance Services · 1 week ago
Account Associate - Employee Benefits
Orlando, FL
Contract
Onsite
Entry Level
2+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to providing employee benefits solutions. The Account Associate is responsible for delivering customer service to clients, managing enrollment processes, and ensuring accurate communication and documentation for employee benefits.
ConsultingFinancial ServicesInsurance
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 of legislation directly affecting clients and the insurance industry
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
Performs other duties as assigned
Qualification
Required
Bachelor's Degree
Two (2) or more years of related work experience
Microsoft Office Suite experience, including PowerPoint, Word, and Excel
Valid insurance license required within 120 days of start
Preferred
Insurance Industry Experience
Benefits
Health Insurance
Dental and vision insurance
401(k) with company match
Paid time off
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
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Company data provided by crunchbase