Operations Specialist - Private Client
Job Description
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: .
SUMMARY
Responsible for supporting the operational, marketing and communication needs of the department by providing day-to-day support and assistance to the operating group leadership.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Manage internal and external webinar process including distribution list maintenance, drafting and distributing invitations, administration for HCRI credits, conducting webinars, and all follow up activities.
* Manage the ad submission process by working directly with Producers and design team.
* Create presentations and analysis for internal and external meetings.
* Respond to and triage questions about the Private Client Services practice.
* Maintain contract library and updates as needed.
* Manage the approved vendor list and corresponding processes.
* Oversee departmental meetings, including scheduling, agenda development, drafting meeting notes, and ensuring completion of all action items.
* Develop and implement consistent organization wide policies, work flows and procedures.
* Develop procedures for auditing systems and processes.
* Conduct routine audits, report on results and makes recommendations for systems.
* Create reports, analyze and summarize data.
* Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
* Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
One (1) or more years of related work experience in benefits consulting firm or insurance carrier
Project management experience a plus
SKILLS
Proficient in Microsoft Office products including Excel at the expert level
Excellent verbal and written communication skills
Good leadership, problem solving and time management skills
Self-starter with strong analytical, organizational and prioritization skills
Strong detail orientation
Ability to work within a team and to foster teamwork
Ability to work independently with minimal supervision
Ability to hold team members of all levels accountable to meeting agreed upon deadlines
#LI-PT1
#LI-REMOTE
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.
For more information on Alliant Insurance Service's benefits, click .
- Pay Type Hourly
- Min Hiring Rate $50,000.00
- Max Hiring Rate $75,000.00
- Job Start Date Friday, January 5, 2024
- Irvine, CA, USA
- Los Angeles, CA, USA
- San Diego, CA, USA
- Walnut Creek, CA, USA
- Virtual
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