Program Financial Specialist I - Employee Benefits

Public Entity Program Financial Specialist

Responsible for working with Alliant's Public Entity Program Account and Underwriting Teams to develop, maintain, and / or support financial activities. Provides creative business solutions in order to support the Employee Benefits' Public Entity insurance purchasing and risk pools governed by Joint Power Authorities (JPA).

Essential Duties And Responsibilities

• Establish new business quoting process with Underwriting Team for all Program coverages.
• Perform analysis and review of prospect detail proposal information ensuring program quote approval documents adhere to carrier and client requirements prior to submittal to JPA.
• Responsible for full coordination of new business quotes and plan change requests with Program carriers to ensure accuracy of plan documents and work to resolve discrepancies with the carrier.
• Liaise with Underwriting team and JPA to assess and resolve any outstanding questions or concerns.
• Responsible for the review of rates prior to client submittal by verifying various program components are accounted for and calculated accurately.
• Responsible for the annual client renewal letter process deliverables which includes drafting, configuring, and testing system template letters, ensuring financial rate information is accurate, and letters are distributed timely.
• Maintain Public Entity Programs Financial Database within applicable applications.
• Maintain Rate Grids and communicate with business partners.
• Deliver new business quotes and plan changes to Account Service Teams.
• Support communication efforts by conveying financial proposals and Program financial data to Service Teams.
• Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform other duties as assigned.

Qualifications

Skills

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.