Account Associate
Listed on 2025-12-27
-
Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent
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 10 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
SUMMARYResponsible for providing customer service to designated clients and new business, working collaboratively with the team leader and other service team members. On-site at our office in Orlando, FL 32789. Full-time, benefits-eligible position.
ESSENTIAL DUTIES AND RESPONSIBILITIES- Interacts with clients to respond to inquiries concerning service accounts.
- Manages transitional insurance company materials such as master application and binder check, termination letters to the terminated insurance companies, reviewing and proofing all employee enrollment materials, delivery of enrollment kits, and reviewing medical plan contracts and employee booklets for accuracy.
- Manages the enrollment process by coordinating the various implementation items such as confirming benefits to be communicated during enrollment meetings, preparing or obtaining employee enrollment materials, coordinating and/or conducting employee meetings, and reviewing medical plan contracts and employee booklets for accuracy.
- Develops and/or prepares communication materials for clients.
- Maintains regular contact with clients to provide service and enhance client relationships.
- Coordinates or assists with organizing client health programs and wellness fairs.
- Creates and maintains client or specific information and/or team book of business information sheets.
- Ensures up-to-date booklets and HIPAA Business Associate Agreements are on file for all clients for all lines of coverage.
- Maintains all internal reporting systems on clients and policies as determined by the team and ultimately the Supervisor.
- Stays abreast of legislation directly affecting clients and the insurance industry.
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
- Performs 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.
- Bachelor's Degree, required
- Two (2) or more years of related work experience, required
- Insurance industry experience, preferred
- Microsoft Office Suite experience, including PowerPoint, Word, and Excel, required
- Valid insurance license required within 120 days of start
- Health Insurance
- Dental and vision insurance
- 401(k) with company match
- Paid time off
For immediate consideration for this position, please click on the Apply Now button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, .
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