Benefits Advocate at Alliant Insurance Services in Walnut Creek, California

Posted in Other 5 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 providing excellent customer service to Alliant's clients through confidential and professional support and guidance by educating HR and employees about their benefits, acting as a mediator with insurance carriers to resolve claims and benefits issues, and documenting all pertinent information.


  • Assists clients (HR, employees and covered dependents) in better understanding their benefits;

  • Researches client issues regarding benefits and claims, including contacting insurance companies and provider offices to obtain or provide information, reviewing billing statements and EOB's and working towards resolution of any incorrect processing, and interfacing with vendors when appropriate on eligibility issues;

  • Returns all phone calls and emails promptly;

  • Provides ongoing enrollment/eligibility assistance for clients;

  • Documents all aspects of issues consistently in a timely manner following department standards;

  • Files all paper call logs according to department standards;

  • Assists the Sales and Account Management team in enrollment meetings and benefit fairs;

  • Runs reports on specific clients and/or insurance carriers to illustrate call activity and provides feedback regarding this activity to Alliant team and/or client;

  • Follows all HIPPA requirements specific to department;

  • Attends bi-monthly meetings and participates in group discussions and decisions;

  • Attends all department trainings by outside and Alliant personnel as appropriate;

  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

  • Other duties as assigned.



Bachelor's degree in Business Administration or Human Resources or equivalent combination of education and experience

1 - 3 years of experience in Benefits dealing with eligibility, claims resolution and benefits education, or equivalent


Excellent verbal and written communications skills

Excellent interpersonal and customer service skills

Organized planner with time management/prioritization and multi-tasking skills

Strong systems knowledge or ability to learn/troubleshoot new systems easily

Intermediate to advanced computer skills

Proficient in Microsoft Office products

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.