Client Account Specialist

Do you want a career where you can make a difference? Allegiance is a growing company with hometown values that is looking for dynamic candidates to join the team! A positive, team-oriented environment is provided with opportunities for advancement.

Allegiance offers full-time positions with evenings, weekends, and holidays off and a multi-faceted benefits package.

We pride ourselves in having a reputation for top-notch customer service. Make a difference. Start your career with Allegiance today!

POSITION RESPONSIBILITIES:

The Client Account Specialist acts as a liaison between clients, customers, brokers and internal departments, ensuring effective and complete communication between all parties through personal, written and phone contact. The Client Account Specialist will answer questions and will trouble shoot and research any issues that arise ensuring a smooth and consistent resolution to the satisfaction of the client, while following the policies and procedures of Allegiance. The Client Account Specialist will contribute to successful business relationships between the company and our customers. Some travel will be required.

The incumbent is expected to communicate professionally with peers, supervisors, subordinates, vendors, customers, and the public, and to be respectful and courteous in the conduct of this position.

ESSENTIAL JOB FUNCTIONS:

Essential job functions include the following. Other functions may be assigned as business conditions change.

1. Assists customers, brokers, clients and Company personnel in obtaining information necessary to facilitate service for each customer group.
2. Assists customers, brokers, clients and Company personnel with questions pertaining to group health benefit plans. Resolves problems as they arise.
3. Communicates with Company management regarding specific trouble areas/clients that may need special attention.
4. Distributes information pertaining to customer accounts internally as required.
5. Complies with state and federal laws, and company policies and procedures.
6. Performs in a manner that will prevent errors and omissions.
7. Organizes and facilitates group meetings to ensure effective communication between company personnel, brokers, carriers and group contacts.
8. Responds to requests from customers, carriers and clients in a timely manner as specified by Company standards.
9. Contributes to the daily workflow with regular and punctual attendance.

NON-ESSENTIAL JOB FUNCTIONS:

1. Travels to customer sites to assist with the renewal process as necessary.
2. Performs related or other assigned duties as required or directed.

SUPERVISION EXERCISED:

None.

PHYSICAL WORKING CONDITIONS:

Physical requirements are representative of those that must be met to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sitting

50%

Reaching

Some

Standing

5%

Manual Dexterity

High

Walking

45%

Telephone

Yes

Kneeling

Some

Computer Screen

High (visual acuity corrected to 20/30)

Bending

Some

Lifting

up to 30 pounds

JOB SPECIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Education: Bachelor's degree in business management/administration, human resources management or another discipline applicable to the health insurance industry and related service industries required.

Certificat