Account Associate – Employee Benefits

Alliant Insurance Services

. Provide customer service to designated clients and new business .

Posted 11/6/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and client relationship management, with a strong focus on coordinating employee enrollment processes and compliance with insurance regulations. Proficient in developing communication materials and maintaining accurate client information.

Highest-signal resume keywords

Customer Service SkillsValid Insurance LicenseClient Communication Materials DevelopmentEmployee Enrollment Process ManagementMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Enrollment ManagementInsurance Industry KnowledgeHIPAA ComplianceData ManagementIntermediate Typing Skills

Soft Skills

Verbal Communication SkillsWritten Communication SkillsProblem Solving SkillsTime Management SkillsTeamwork Ability

Certifications & Qualifications

Bachelor's DegreeContinuing Education for License Renewal

Industry Keywords

Client Health ProgramsWellness FairsInsurance Company MaterialsService AccountsLegislation Awareness

About the role

Key responsibilities & impact

Provide customer service to designated clients and new business
Work collaboratively with the team leader and other service team members
Respond to client inquiries concerning service accounts
Manage transitional insurance company materials, applications, binder checks, termination letters, employee enrollment materials, enrollment kits, medical plan contracts, and employee booklets
Manage the employee enrollment process and coordinate implementation items
Confirm benefits communicated during enrollment meetings
Prepare or obtain employee enrollment materials
Coordinate and/or conduct employee meetings
Develop and/or prepare client communication materials
Maintain regular client contact to provide service and enhance client relationships
Coordinate or assist with organizing client health programs and wellness fairs
Create and maintain client and book-of-business information sheets
Ensure current booklets and HIPAA Business Associate Agreements are on file for all clients and coverage lines
Maintain internal reporting systems for clients and policies
Stay abreast of legislation affecting clients and the insurance industry
Comply with agency management system data standards and maintain complete, accurate information

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Two (2) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Proven verbal and written communication skills
Proven customer service skills, including telephone and listening skills
Proven 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
Proficient in Microsoft Office Suite