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Account Associate II - Employee Benefits

Alliant Insurance Services
75,000 USD-85,000 USD
United States, California, Irvine
18100 Von Karman Ave. (Show on map)
May 19, 2026

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.


As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

SUMMARY



Responsible for providing customer service to assist Account Executive and service team in servicing existing accounts and prospect accounts within Employee Benefits.



ESSENTIAL DUTIES AND RESPONSIBILITIES




Exhibits proven competence in all Account Associate I duties and knowledge requirements.



Develops group communication pieces for client open enrollment, including benefit summaries and brochures.



Conducts client open enrollment meetings and answers questions regarding benefit coverage.



Reviews client contracts to identify errors and to ensure appropriate corrections are made prior to execution.



Interacts with clients to respond to inquiries concerning service accounts.



Maintains internal and external databases of client and carrier information and underwriting criteria.



Processes individual and group applications.



Processes COBRA & FSA statements and billing.



Composes general correspondence with clients and carriers.



Complies with agency management system data standards and data integrity (enters and maintains
complete and accurate information).



Other duties as assigned.



Perform 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



QUALIFICATIONS


EDUCATION/EXPERIENCE



High School Diploma or equivalent combination of education and experience



Bachelor's Degree



Two (2) or more years related work experience



Valid Insurance License



Must continue to meet Continuing Education requirements for license renewal



Encouraged to complete Career Path requirements as communicated by supervisor



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



Proficient in Microsoft Office Suite



#LI-LM1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

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