Benefit Advocate Lead

Posted Wednesday, September 9, 2026 at 8:00 AM At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 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 www.alliant.com . SUMMARY 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. ESSENTIAL DUTIES AND RESPONSIBILITIES Assists Manager with day to day department needs such as work distribution staffing for calls, and recruiting support from other departments during short falls; Acts as point person for escalated issues; Trains new team members and/or cross trains employees; Creates and maintains work processes for the department; 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. QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree in Business Administration or Human Resources Equivalent combination of education and experience Four (4) or more years of experience in Benefits dealing with eligibility, claims resolution and benefits education, or equivalent SKILLS 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 #LI-CP1 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 " button. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits