Programs Team Associate

SUMMARY

Responsible for partnering with Alliant’s Public Entity program account team in new group implementation, renewal processing, marketing efforts, and general technical and administrative support.
  

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Supports new client implementation through gathering, reviewing, and validating information;

•    Reviews annual benefit summaries and SBCs (coordinates RSP resources) for existing members;

•    Creates and monitors member-level tracking for renewals, plan changes, etc.;

•    Ensures final sold documentation is accurate and updated timely;

•    Works with carriers to ensure open enrollment materials are updated;

•    Supports program team with marketing activities as required;

•    Releases new business quotes from Underwriting to service teams;

•    Creates annual notices;

•    Supports maintenance of program portal;

•    Coordinates with account team to understand renewal strategies;  

•    Supports service teams through communication and coordination;

•    Manages ongoing (monthly/quarterly) client maintenance projects as determined by account team;

•    Oversees ancillary (non-Medical/Dental) implementations (EIA only);

•    Coordinates small group new business quote process (EIA only);

•    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  

Related work experience preferred

Valid Insurance license required, or must be obtained within 90 days of employment

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills 

Excellent problem solving and time management skills

Good customer service skills, including telephone and listening skills

Ability to work within a team and to foster teamwork 

Ability to work productively as an individual to accomplish assigned projects

Ability to prioritize work for multiple projects and deadlines

Ability to work in rapidly changing environment

Proficient in Microsoft Office Suite

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