Alliant Insurance Services

Consultant

• Research market data, salary data aggregators, and published surveys to aid in market pricing jobs and generate market composites and recommendations
• Analyze market composites from multiple pricing sources to inform client recommendations
• Analyze clients' financial and compensation data versus the market using Excel modeling skills
• Utilize and audit financial models and internal efficiency tools; recommend or make edits as needed
• Assist in creating client reports using PowerPoint and formatted Excel tables
• Assist the consulting team in creating comprehensive compensation programs across various industries
• Create visual comparisons of market compensation data and client compensation data for client meetings
• Plan, direct, and complete participation in annual compensation surveys
• Document processes, timing, responsible persons, project plans, data requests, and backend client support and analysis
• Generate meeting agendas and lead calls as directed
• Maintain complete and accurate information in the agency management system
• Perform other duties as assigned

Associate Consultant – Compensation Consulting

Account Manager

• Initiates renewal process for existing clients and discusses renewal strategy with manager or lead
• Analyzes and compares current exposures and follows renewal or new business procedures for marketing
• Provides reports and reviews quotes and coverages for accuracy
• Reviews policies for accuracy and reviews contracts
• Prepares summaries and/or schedules of coverage for clients
• Provides mentoring and technical guidance to staff assisting with client needs or procedural issues
• Participates in the claims process, including claim submission, follow-up, and overall communication
• Notifies manager or leader of pertinent information related to client retention
• Meets with clients as needed or directed
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts clients regarding receivable collections
• Collects fees, reconciles accounts, and resolves outstanding balances within 90 days of invoicing
• Manages daily account servicing, including policies and endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, policy forms, coverage comparisons, loss analysis, and coverage questions
• Maintains complete and accurate information in the agency management system
• Performs duties in accordance with company policies, procedures, and applicable laws
• Performs other duties as assigned

Account Manager – Energy

Assistant

• Provide customer service and clerical support to Producers and the service team
• Support existing accounts and solicit new business
• Set up prospect and customer files; process dead files; conduct miscellaneous filing
• Answer telephone calls and route calls to others
• Operate fax machines, scanners, printers, and copiers
• Assist with assembly of marketing materials, proposals, and presentations
• Input prospect and customer data into applications and the agency management system
• Provide word processing assistance
• Maintain inventory and coordinate ordering of commonly used office supplies
• Conduct agency billing and process check requests when needed
• Maintain complete and accurate information according to agency management system data standards
• Perform other duties as assigned

Technical Assistant

Accounting Manager

• Lead the end-to-end accounting and reporting function for producer commission activity
• Oversee daily accounting operations, financial information preparation, monthly close, and reporting deadlines
• Own the monthly and interim producer commission calculation process from data intake through final payment file
• Prepare and distribute commission statements and calculations to producers and resolve questions
• Maintain and update commission calculation models, schedules, and tools based on contract terms
• Review new, amended, and acquired producer contracts and ensure commission terms are accurately reflected in calculation logic and systems
• Work with Legal on contract interpretation questions, disputes, and amendments affecting commissions
• Analyze commission expense trends, production levels, rates, payouts, and variances
• Develop and maintain review procedures and documentation meeting audit and internal control requirements
• Reconcile commission accruals and payables each month
• Identify, develop, and implement process improvements and automation opportunities
• Oversee financial reporting and month-end close processes and maintain related schedules
• Prepare monthly commission reporting and analysis for the Divisional Controller and senior finance leaders, including variance commentary
• Lead commission integration activities related to acquisitions
• Support internal and external audit requests related to commission accounting
• Collaborate with internal partners on accounting, reporting, and operational needs
• Manage the Accounting team's daily activities, staff training, development, performance reviews, mentoring, and disciplinary actions

Senior Manager, Accounting

Analyst

• Support the delivery of consulting projects to employer prospects and clients
• Assist with financial modeling of Pharmacy Benefit Manager (PBM) financial proposals
• Prepare first drafts of new business and client deliverables for Senior Pharmacy Consultant review
• Work with Senior Pharmacy Consultants and health benefit consultants to support client strategy development
• Research pharmacy industry issues affecting large employers and develop written summaries and points of view
• Manage projects using appropriate tools to ensure timely completion and quality assurance
• Schedule and manage weekly/bi-weekly status meetings
• Work with client teams to use pharmacy practice resources appropriately and improve processes
• Maintain complete and accurate agency management system data
• Perform other duties as assigned

Pharmacy Analyst I – Employee Benefits

• Support producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients
• Serve as an advocate for clients and their employees through positive relationships with carriers and continuous education
• Provide administrative support and customer service
• Create census files for proposals and renewing business
• Process individual and group applications
• Compose general correspondence with clients and carriers
• Interact with clients to respond to inquiries concerning service accounts
• Maintain professional relationships with clients and carrier representatives through exceptional customer service
• Coordinate appropriate resources to address clients’ management needs
• Comply with agency management system data standards and data integrity by entering and maintaining complete and accurate information on a timely basis
• Perform other duties as assigned

Account Coordinator – Small Group Benefits

• Set up prospect and customer files, process dead files, and conduct miscellaneous filing
• Answer telephone calls and route calls to others
• Operate fax machines, scanners, printers, and copiers
• Assist the service team with assembling marketing materials, proposals, and presentations for prospects and customers
• Input prospect and customer data into applications and the agency management system
• Provide word processing assistance as required
• Maintain inventory and coordinate ordering of commonly used office supplies
• Conduct agency billing and process check requests when needed
• Maintain complete and accurate information in compliance with agency management system data standards and data integrity
• Perform other duties as assigned

Client Services Representative

• Acts as an agent of broker-assigned accounts for Private Client Services, including servicing and/or solicitation activities
• Manages book of business and directs the work of a service team
• Receives and develops new business leads from Producers and identifies cross-sell opportunities
• Handles renewal business and solicits additional lines of coverage
• Evaluates client coverage portfolios to implement cross-selling opportunities
• Services accounts and provides claims support as needed
• Analyzes exposure bases to identify program deficiencies and develops marketing strategies
• Completes applications, obtains quotes, negotiates premiums and commissions, and prepares proposals and presentations
• Binds coverage, identifies deficiencies, and determines appropriate coverage levels
• Meets with clients as needed or directed by the Producer
• Reviews accounting history, responds to inquiries, corrects discrepancies, and contacts clients regarding receivable collections
• Serves as technical expert and assists department members with complex issues
• Handles fee collection and reconciles outstanding balances within 90 days of invoicing
• Maintains complete and accurate agency management system data
• Performs other duties as assigned

Client Executive – Private Client Services

• Maintain and enhance client relationships to facilitate client renewal and employee engagement
• Support Account Executives with assigned client maintenance and relationship enhancement
• Act as direct point of contact for assigned clients and supporting contact for additional clients
• Generate utilization reports for assigned clients
• Manage LifeBalance database records for assigned clients
• Coordinate with Operations to ensure accurate client invoicing and provide information for Client Central
• Follow up with assigned clients regarding unpaid invoices
• Create client-specific communications, including welcome emails, PowerPoint slides, and program overviews
• Conduct vendor outreach and recruitment to establish or update savings partnerships
• Nurture potential partnerships through cold calls, emails, and presentations
• Manage LifeBalance vendor database entries
• Assist with quarterly vendor maintenance outreach
• Curate local discount information for clients
• Handle client customer service escalation issues
• Identify cross-promotion opportunities across Alliant teams
• Collaborate with marketing/engagement, ad sales, member services, client services, IT, and other LifeBalance teams

Assistant Account Manager

• Provide customer service and overall service for assigned customers and/or policies
• Solicit new business on existing accounts and support Producer-led new business efforts
• Support the Producer in developing new business opportunities for existing clients and prospects
• Initiate renewals and develop renewal strategies with the Producer
• Analyze exposures and develop renewal or new business specifications for marketing
• Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy
• Review and summarize marketing results and prepare proposals
• Finalize proposals and presentations with the Producer
• Bind insurance coverage and prepare binders and/or delegate certificate issuance
• Review policies for accuracy and review contracts
• Prepare coverage summaries and/or schedules for clients
• Review client accounting history, respond to inquiries, correct discrepancies, and contact clients regarding receivable collections
• Participate in the claims process, including claim submission, follow-up, and communication
• Provide technical guidance to staff assisting with client needs or procedural issues
• Notify brokers of pertinent information related to client retention
• Meet with clients as needed or directed by the Producer
• Collect fees and reconcile and resolve outstanding balances within 90 days of invoicing
• Maintain complete and accurate information in accordance with agency management system data standards
• Perform other duties as assigned

Solutions Engineer

• Lead end-to-end ServiceNow architecture, solution design, and implementation strategy
• Own the platform roadmap from discovery through go-live and optimization
• Direct delivery teams on complex, multi-module implementations including ITSM, CSM, HRSD, GRC, and FSO
• Engage executive, IT leadership, and business stakeholders to define platform vision, outcomes, and change management
• Serve as a trusted technical advisor on ServiceNow strategy and organizational impact
• Define scalable, secure, and maintainable architectures for modules, integrations, and custom applications
• Design platform architecture, data models, integration patterns, and data governance frameworks
• Translate business requirements into ServiceNow solution designs and detailed user stories
• Review technical design documents, data models, and integration patterns for quality and compliance
• Lead scope management, risk mitigation, escalation resolution, schedule, technical quality, and business outcomes
• Coordinate internal and external delivery teams, implementation partners, developers, and systems integrators
• Assess ServiceNow instances, including CMDB/CSDM health, configuration debt, data model governance, and upgrade readiness
• Participate in or lead governance boards, steering committees, and strategy forums
• Develop proof-of-concept demonstrations, technical specifications, and business cases quantifying platform value
• Coach and mentor junior architects, functional leads, and delivery teams

ServiceNow Solutions Architect V

Marketing

• Support Enablement Consultants and leadership in executing business development strategies to increase productivity and growth of existing agents and agencies
• Coordinate enablement activities, communications, webinars, training sessions, events, and campaigns
• Identify business development opportunities through analysis of production trends, market data, carrier initiatives, and agency performance
• Maintain CRM systems, agent records, and business development tracking tools
• Partner with Contracting, Licensing, Marketing, Compliance, Operations, and Technology teams
• Liaise between enablement and operational support teams to resolve contracting, commissions, technology, carrier-process, and business-operation issues
• Develop and distribute business development communications, newsletters, carrier updates, promotional materials, training resources, and educational content
• Coordinate timelines, communications, training logistics, and follow-up for enablement initiatives
• Identify process and operational efficiency improvements and recommend continuous improvements
• Perform duties in accordance with company policies and applicable laws
• Perform other duties as assigned

Marketing Enablement Support Associate II

• Support Enablement Consultants and enablement leadership in executing business development strategies to increase the productivity and growth of existing agents and agencies
• Coordinate enablement activities, communications, webinars, training sessions, events, and campaigns
• Identify business development opportunities through analysis of production trends, market data, carrier initiatives, and agency performance
• Maintain CRM systems, agent records, and business development tracking tools
• Partner with Contracting, Licensing, Marketing, Compliance, Operations, and Technology teams
• Liaise between enablement and operational support teams to resolve issues involving contracting, commissions, technology platforms, carrier processes, and business operations
• Develop and distribute business development communications, newsletters, carrier updates, promotional materials, training resources, and educational content
• Coordinate timelines, communications, training logistics, and follow-up activities for enablement initiatives
• Identify process and operational efficiency improvements and recommend continuous improvements
• Perform duties in accordance with company policies, procedures, and applicable laws
• Perform other duties as assigned

Independent Marketing Enablement Support Associate II

Account Executive

• Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities
• Manages book of business and directs the work of a service team
• Manages client-required services and maintains client relationships with minimal input from Producers
• Manages a large book of business through direction of employees on a service team
• Receives and develops new business leads from Producers and identifies and develops cross-sell opportunities
• Acts as direct point of contact for clients from time of lead
• Leads representation for an assigned book of business
• Participates in team selling processes, including finalist interviews and RFP responses
• Prepares and presents client renewal analysis
• Sells renewal business to existing clients and, where applicable, sells additional lines of coverage
• Promotes other agency services through Producer Service Proposals
• Provides analysis and recommendations concerning clients' existing coverages
• Selects carriers for solicitation and negotiates with carriers regarding benefit and premium considerations
• Responds to client inquiries, including benefit and claim questions and issues
• Reviews client coverage contracts and amendments for accuracy
• Manages and negotiates third-party vendor relationships and contracts on behalf of clients
• Manages a dedicated service team
• Serves as a technical expert and assists department members in resolving complex issues
• Provides mentoring and coaching to departmental staff
• Creates new client sales opportunities
• Creates motivational action plans for personnel development with defined performance goals
• Collects fees and reconciles and resolves outstanding balances within 60 days of invoicing
• Maintains agency management system data standards and data integrity
• Performs duties in accordance with company policies, procedures, and applicable federal, state, and local laws
• Performs other duties as assigned

Lead Account Executive

Compliance

• Manage carrier compliance investigations of alleged violations of rules, regulations, policies, procedures, and standards of conduct
• Record notifications, coordinate internal and external communications, and track investigations for timely responses
• Identify compliance trends through internal and external reporting and help develop compliance guidelines and tools
• Assist with call center oversight
• Coordinate, maintain, and monitor compliance records, reports, and analyses
• Assist with internal and external audits and designated compliance matters
• Review agent-created advertisements, social media, and websites
• Provide compliance guidance to internal and external parties
• Assist with submitting marketing materials to carriers and regulators for approval
• Assist the Compliance Officer with administering and improving the Compliance Program
• Assist with reporting violations or potential violations to authorized enforcement agencies
• Monitor statutes and regulations and communicate updates throughout the Company and downstream agents
• Help develop and oversee compliance training for employees and downstream agents
• Monitor and coordinate compliance activities across business units and track key compliance metrics
• Identify compliance vulnerabilities and risks and help implement corrective action plans
• Serve on relevant internal and external committees and assist with special projects
• Perform other duties assigned by management

Associate Consultant – Compensation Consulting

Account Manager – Energy

Technical Assistant

Senior Manager, Accounting

Pharmacy Analyst I – Employee Benefits

Account Coordinator – Small Group Benefits

Technical Assistant

Client Executive – Private Client Services

Assistant Account Manager

Account Manager

ServiceNow Solutions Architect V

Marketing Enablement Support Associate II

Independent Marketing Enablement Support Associate II

Lead Account Executive

Compliance Associate – Medicare/ACA