SUMMARY
Responsible for collaborating with Account Executives on the development and execution of client centered strategies. Collaborates on a book of business and contributes to the work of a multi-disciplined service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Exhibits proven competence in all Account Associate III duties and knowledge requirements;
- Collaborates with Account Executives to service book-of-business;
- Assists in team mentorship program;
- Participates in team selling process including finalist interviews and RFP responses;
- Exhibits competency with the Affordable Care Act (ACA);
- Receives and responds to client inquiries including benefit and claim questions and issues;
- Reviews client coverage contracts and amendments for accuracy;
- Promotes professional image of Alliant (both internal and external);
- Acts as liaison between client and carrier;
- Manages and negotiates third party vendor relationships and contracts on behalf of the client;
- Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
6 - 8 years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Baseline understanding of self-insurance and alternative funding arrangements
High level of Employee Benefits product and benefit administration knowledge
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Great leadership, problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
High attention to detail
Ability to prioritize work for multiple projects and deadlines
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
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