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Account Associate I - Employee Benefits

Irvine, CA ยท On-site

$51K - $69K/yr

SUMMARY Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates prospect and customer ...

SUMMARY Responsible for maintaining accounting records, exercising professional judgement and GAAP expertise while providing support and analysis of accounting transactions for Alliant Insurance and ...

SUMMARY Responsible for conducting analysis, pricing and risk assessment to estimate financial outcomes. Applies knowledge of mathematics, probability, statistics, and principles of finance and ...

SUMMARY Responsible for providing overall support to the stop loss practice by working closely with other specialty practices, stop loss carriers and local account service teams. ESSENTIAL DUTIES AND ...

SUMMARY 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. ESSENTIAL DUTIES AND ...

SUMMARY Supports the Account Executives in the day-to-day servicing of Energy & Marine related accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Exhibits proven competence in all Assistant Account ...

SUMMARY Responsible for managing several OCIP and CCIP wrap-up programs varying in size from small to large. The position requires account management and sales support skills, client relationship ...

SUMMARY Responsible for providing a wide variety of support services locally to promote the company's product portfolio via the telephone, in-person appointments and internet to support the Company ...

SUMMARY Responsible for working with account team in processing renewals, conducting and analyzing marketing, preparing financial summaries and providing general technical support for assigned fully ...

SUMMARY Responsible for reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Retail ...

SUMMARY Responsible for supporting the delivery of consulting projects to our employer prospects and clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Conducts financial analyses for clients including ...

SUMMARY Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all ...

SUMMARY Responsible for working with account team in processing renewals, conducting and analyzing marketing, preparing financial summaries and providing general technical support for assigned fully ...

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allianthcm Jobs Information

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Account Associate I - Employee Benefits

allianthcm

Irvine, CA โ€ข On-site

$51K - $69K/yr

Other

Posted 14 days ago


Job description


SUMMARY
ย 


Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts.


ESSENTIAL DUTIES AND RESPONSIBILITIESย 
ย 


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.


QUALIFICATIONS
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EDUCATION / EXPERIENCEย 


High School Diplomaย or equivalent combination of education and experience


Bachelor's Degree


One (1) or more years


Valid Insurance License


ย 
ย 

SKILLS


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

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