Assistant Account Associate II
 Alliant Insurance Services | |
 United States, Texas, San Antonio | |
 Jul 25, 2025 | |
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Assistant Account Associate II
San Antonio, TX, USA
Req #3988 Thursday, July 24, 2025
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 www.alliant.com. SUMMARY Responsible for performing customer service, technical, and administrative tasks that support the service team and overall client relationship. ESSENTIAL DUTIES AND RESPONSIBILITIES * Reviews and compares benefits contracts, renewal documents and other materials for accuracy. * Coordinates or assists with organizing meetings for service team. * Participates in designated client meetings to learn and develop presentation skills; takes notes if needed. * Partners with administrative team for the distribution of collateral and other client materials; sets appropriate timelines. * Updates internal agency management systems and reviews for accuracy. * Saves appropriate documents to online folders and files using the appropriate file structure and naming convention. * Maintains and updates designated trackers and project management tools. * Assists with Wrap document preparation. * Coordinates Form 5500 completion process with vendor. * May attend benefits fairs to explain various products to client's employees. * May assist with the preparation of renewal and marketing spreads and other client facing materials; reviews for accuracy before submission to service team. * May assist with inputting carrier data into experience templates. * Assists with creating and updating employee facing communications. * Responds to client inquiries with guidance from the support team. * Requests information from carriers. * May send Broker Compensation Disclosure and other required disclosures to client. * Comply 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. QUALIFICATIONS High School Diploma One (1) or more years related work experience Encouraged to complete Career Path requirements as communicated by supervisor Must continue to meet Continuing Education requirements for license renewal Valid insurance license within 120 Days SKILLS Proficient in Microsoft Office Suite Good problem solving and time management skills Good verbal and written communication skills Ability to prioritize work for multiple tasks and deadlines Ability to work within a team and to foster teamwork Ability to analyze and make recommendations to supervisor in solving data discrepancies #LI-DD1 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 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 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here . Other details
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