Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to creating employee benefits solutions. The role involves processing renewals, conducting analyses, and providing technical support for fully-insured and self-funded accounts.
Responsibilities
- Initiates recurring analyst renewal projects on assigned accounts (pre-renewal spreads, carrier renewal process initiation, information requests, etc.); Gathers, reviews and validates all information related to assigned clients for renewal analysis and marketing purposes, gaining comprehensive familiarity with client’s current details and history
- Evaluates carrier utilization reporting to identify key cost drivers and make recommendations for possible plan design changes
- Coordinates and assists in renewal challenges (underwriting)
- Creates new financial reporting package from templates as needed
- Conducts provider network comparison analysis (access disruption analysis)
- Coordinates with account team to understand strategy for client renewal and define roles and responsibilities. Revisits throughout the renewal development process, outlining renewal project action items, including all deadlines
- Collaborates with all current insurance carriers and vendors to obtain preliminary and/or firm renewals and prepares initial financial summary and benefit highlights
- Presents preliminary renewal summaries and marketing results to account team to determine plan options and/or marketing strategy; works with account team to develop and execute negotiation strategy
- Presents all final results to account team; determines content and structure of renewal presentation and identifies analytical support materials (i.e.; utilization review, contribution strategy, benchmarking, financial reporting, etc.)
- Executes all relevant plan option requests, marketing projects and necessary analysis to complete account strategy objectives
- Reviews all marketing and plan option responses, evaluates for accuracy and completeness, and requests clarifications and revisions as needed
- Handles ongoing (monthly/quarterly) client maintenance projects as determined by account team
- Reviews team members work for accuracy and completeness as needed
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned
Skills
- Bachelor's degree or equivalent combination of education and experience
- One (1) or more years related work experience
- Valid insurance license (or must be obtained within ninety (90) days of employment)
- Must continue to meet Continuing Education requirements for license renewal
- Basic knowledge of compliance topics (HIPAA, COBRA, ACA, Medicare)
- Basic knowledge of programs (know of existence and how to get a quote)
- Knowledge of all major fully-insured and self-funded lines of benefits insurance (Medical, Dental, Vision, Life and Disability, EAP)
- Proficient in Microsoft Office Suite: Excel, Power Point, and Outlook
- Intermediate skills in Microsoft Excel
- Excellent verbal and written communication skills
- Excellent problem solving and time management skills
- Good customer service skills, including telephone and listening skills
- Excellent planning, organizational and prioritization 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
- Degree in Business or Mathematics preferred
- Salesforce experience preferred
Benefits
- Comprehensive, high quality employee programs to meet employees’ needs now and in the future
- Very competitive financial package
Company Overview
Alliant Insurance Services is a distributor of diversified insurance products and services. It was founded in 1925, and is headquartered in Newport Beach, California, USA, with a workforce of 10001+ employees. Its website is https://alliant.com.Company H1B Sponsorship
Alliant Insurance Services has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 2 in 2022, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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