Alliant Insurance Services · 1 day ago
Account Associate I - Employee Benefits
Irvine, CA
Full-time
Onsite
Entry Level
1+ years expAlliant Insurance Services is one of the largest insurance brokerage firms in the U.S., dedicated to providing employee benefits solutions. The Account Associate I role involves providing customer service and clerical support to assist the service team in managing existing accounts and ensuring client satisfaction.
ConsultingFinancial ServicesInsurance
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
Qualification
Required
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
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
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
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