Client Service Specialist

Overview

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. Our professionals solve clients' health and welfare insurance challenges with an unrivaled depth of service. This position offers opportunities to grow within a dynamic, expanding company.

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 .

This is a hybrid role in-office 3 days a week.

Responsible for providing support to the SE Employee Benefits Leadership team, including meeting planning, sponsorship management, providing content for managers, and project support. Acts as a primary contact for clients, managing inquiries, resolving issues, and building relationships to ensure satisfaction.

• Manage client charts and track accounts assigned across client services and specialty resources.
• Plan and support meetings for the SE Management team by securing space, organizing activities, coordinating transportation and logistics, managing hotel blocks, collecting and printing materials, managing AV needs, onsite support, and post-event surveys.
• Prepare meetings by coordinating contributors and providing content for managers in leadership and non-client roles.
• Assist with sponsorship management by completing applications, tracking participants and expenses, producing materials, and submitting information in a timely manner.
• Support projects by collaborating with leaders on National EB projects, RFP support, capacity assessments, and profitability evaluations.
• Maintain a prospect list including location, scope of services, estimated revenue, number of employees, assigned resources, meeting dates, and decision dates.
• Manage travel and logistics for the Senior Leadership team by scheduling flights, booking hotels, car services, and expenses.
• Support managers in new hire onboarding.
• Share Drive management with purging termed clients and historic client folders per file maintenance standards.
• Maintain leadership by ensuring meetings and follow-up items are documented and tracked.
• Manage the list of employee anniversary dates and support the leadership team in annual acknowledgments.
• Assist with other employee recognition efforts.

• Bachelor's Degree or equivalent combination of education and experience.
• Five (5) or more years of related work experience.

• High level of computer literacy, specifically Microsoft Office programs.
• Excellent verbal and written communication skills.
• Good problem-solving and time management skills.
• Self-starter with strong attention to detail, analytical, organizational, and prioritization skills.
• Customer focus and empathy.
• Ability to work within a team and foster teamwork; ability to work independently with minimal supervision.

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We are proud to offer comprehensive, high-quality employee programs and a competitive financial package. For immediate consideration, click 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 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 Services’ benefits, .