Alliant Insurance Services · 1 day ago
Client Service Specialist - Employee Benefits
Atlanta, GA, USA
Full-time
Hybrid
Senior Level
5+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to creating employee benefits solutions. The Client Service Specialist will provide support to the Employee Benefits Leadership team, manage client inquiries, and assist in various projects to ensure client satisfaction.
ConsultingFinancial ServicesInsurance
Responsibilities
Managing client charts and track accounts assigned across client services and specialty resources
Meeting planning and support for the SE Management team by securing space, planning and organizing activities, transportation and logistics, managing hotel block, collecting and printing materials, managing AV needs and onsite support, and Post-event surveys
Meeting preparation by managing all contributors and providing content for managers in their leadership and non-client roles
Assisting with sponsorship management by completing necessary applications, participant tracking, expense tracking, material production, and submissions, and submitting requested information in a timely manner
Supporting projects by working with leaders in various projects throughout the year on National EB projects, RFP support, capacity, and profitability evaluations
Maintain a prospect list including location, scope of services, estimated revenue, number of employees, assigned resources, meeting dates, and decision dates
Managing travel and logistics for the Senior Leadership team by scheduling flights, booking hotels, car services, and expenses
Support managers in new hire onboarding
Share Drive Management with purging termed clients and historic client folders in accordance with file maintenance standards
Maintain leadership by ensuring meetings and follow-up items are documented and tracked
Manage the list of employee anniversary dates and support the leadership team in the annual acknowledgement
Assist with other employee recognition efforts
Performs 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 or equivalent combination of education and experience
Five (5) or more years of related work experience
High level of computer literacy, specifically Microsoft Office programs
Excellent verbal and written communication skills
Good problem-solving and time management skills
Self-starter with strong detail, analytical, organizational, and prioritization skills
Customer focus and empathy
Ability to work within a team and to foster teamwork
Ability to work independently with minimal supervision
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