National Sales Analyst at Alliant Insurance Services in Newport Beach, California

Posted in Other 8 days ago.

Job Description:

Position at Alliant Insurance Services

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. As one of the 10 largest insurance brokerage firms in the U.S., Alliant operates through a national network of offices providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available on the company's web site


Responsible for evaluating prospect data and identifying opportunities to optimize benefits programs through a strength, weakness, opportunity, and threat (SWOT) analysis framework. Works closely with Alliant's ResultsFirst National Sales practice group, consultants, producers and others to develop consultative sales presentations using proprietary systems and processes.


  • Confirms objectives and deliverable timeframes for each project, negotiating deadlines as appropriate;

  • Collects, itemizes and catalogues prospect data, following-up as needed;

  • Evaluates prospect data using proprietary analytics tools;

  • Creates custom exhibits and analysis derived on datasets as needed;

  • Identifies potential solutions and opportunities (SWOT analysis) that optimize benefits program while aligning with organization's objectives;

  • Develops presentations based on analysis and partners with ResultsFirst Program consultants to present results to internal stakeholders;

  • Contributes to optimizing team processes and driving efficiencies through use of technology;

  • Reviews team member's work for accuracy and completeness as needed;

  • Complies with agency management system data standards and data integrity through entering and maintaining complete and accurate information;

  • Other duties as assigned.



Bachelor's degree or equivalent combination of education and experience

Three (3) to five (5) years direct employee benefit insurance program experience in a Benefits Analyst or related role

Valid insurance license (or must be obtained within 90 days of employment)

Must continue to meet Continuing Education requirements for license renewal


Excellent verbal and written communication skills

Excellent problem solving and time management skills

Excellent planning, organizational and prioritization skills

Skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

Ability to summarize technical or complex information into clear actionable recommendations

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

Strong grasp of employee benefits insurance including Medical, Dental, Vision, Life and Disability

Basic knowledge of compliance topics (HIPAA, COBRA, ACA, Medicare)

Understands fundamentals of insurance underwriting

Advanced in Microsoft Excel and intermediate PowerPoint

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 "Submit Resume" 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 are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.