Qureos Mentor

Alliant Insurance Services

Alliant Insurance Services is one of the largest and fastest-growing insurance brokerage and consulting firms in the United States. The company is driven by entrepreneurialism and focuses on exceeding client expectations through innovative solutions and services across various industries. Alliant prides itself on its diverse team, investing in their success and fostering a collaborative culture that has been integral to its growth for nearly a century. The firm is committed to delivering exceptional results and supporting its clients in navigating complex market conditions.

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
 More information is available on the company's website at: www.alliant.com.
 
SUMMARY
 
Supports hiring efforts and recruiting initiatives by coordinating recruitment activities and providing administrative support throughout the hiring process. Utilizes the applicant tracking system (ATS) to manage candidate data and facilitates communication between candidates, hiring managers, and the recruitment team.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Administers job requisitions from posting through offer stage using the applicant tracking system (ATS).
 
Maintains accurate candidate and requisition data in the ATS, including tracking candidate sources and recruiting effectiveness.
 
Provides status updates on open positions by communicating with recruiters, hiring managers, and candidates.
 
Prepares and sends offer letters and new hire documentation; responds to candidate inquiries or routes to the appropriate team member.
 
Handles confidential information, including compensation data and candidate records, with a high level of integrity and discretion.
 
Documents recruitment processes and maintains standard operating procedures for the recruitment team.
 
Coordinates and distributes pre-employment assessments as requested.
 
Supports the recruitment team with candidate sourcing during peak hiring periods.
 
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
 
Performs other duties as assigned.
 
QUALIFICATIONS
 EDUCATION/EXPERIENCE
 
Associate's Degree or equivalent combination of education and experience
 
One (1) or more years of related work experience within a large organization
 
SKILLS
 
Knowledge of principles and practices of HR admiration and Recruitment
 
Knowledge of Applicant Tracking Systems (ATS)
 
Excellent verbal and written communication skills
 
Good problem solving and time management skills
 
Good planning, organizational and prioritization skills
 
Proficient in Microsoft Office products
 
#LI-AS1
 
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

Talent Acquisition Coordinator

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 ensuring that the overall process improvement activities produce high quality interactions with the clients and produce efficiencies in operations. Develops programs to review and evaluate BA team engagement to ensure service delivery is consistent with the Benefits ABC practice's standards. Perform quality monitoring of Benefit Advocate (BA) team recordings, live calls, chats, emails and reports to determine customer trends and issues that relate to the customer's overall experience.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Performs regular quality reviews of the work and interactions of the BA team with customers to ensure proper standards are consistently met, including review of engagement documentation to ensure proper format is utilized.
 
Tracks and presents results of improvement efforts and ongoing measures of quality and customer satisfaction to management.
 
Develops, designs and coordinates employee training programs for new hires and ongoing training for the BA team.
 
Creates and administers the record keeping system to track employee training, participation, and progress.
 
Works with Customer Engagement Analysis Team to develop better tools for tracking customer interaction, customer satisfaction and BA quality
 
Ensures that training materials, procedures and job aids are up to date and are effective for the team to use in a fast changing environment.
 
Reviews the corporate compliance web site for updates to rules and regulation changes and then translates and trains the team on anything related to the BA program.
 
Ensures BA’s are actively engaged through implementation of various internal BA’s engagement practices and techniques.
 
Provides input to strategic decisions that affect the functional area of the BA team.
 
Researches new training techniques and suggests enhancements to existing training programs to meet the changing needs of the organization.
 
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
 
Assists with support on special projects as needed.
 
Other duties as assigned.
 
QUALIFICATIONS
 EDUCATION / EXPERIENCE
 
Bachelor's Degree or equivalent combination of education and experience
 
Two (2) or more years related work experience
 
Experience working in a customer service call center
 
Insurance industry or group health plans operations experience handling eligibility, claims resolution, benefits education, or equivalent
 
SKILLS
 
Basic knowledge of training techniques and principles to effectively instruct the engagement team
 
Excellent verbal and written communication skills
 
Excellent attention to detail
 
Ability to train others
 
Ability to work independently as well as collaboratively to achieve specific goals and objectives
 
Ability to prioritize work for multiple projects and deadlines
 
Proficient in Microsoft Office Suite
 
#LI-CP
 #LI-REMOTE
 
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

Quality Training & Employee Engagement Specialist

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
 More information is available on the company's website at: www.alliant.com.
 
SUMMARY
 
Responsible for advanced operational processing, including complex endorsements, detailed billing reconciliation, elevated inbox management, claims follow-up, reporting, and external policy tracking. This role supports continuous process improvement, helps maintain SOPs, and serves as a resource for Operations Specialist I. Works closely with licensed SES personnel and leadership to ensure accuracy, efficiency, and consistent service delivery.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Independently process complex property and insurance records in SES systems, including exception scenarios and non-standard workflows.
 
Review, validate, and correct work completed by Level 1 Specialists to ensure accuracy, completeness, and audit readiness.
 
Attach, index, and maintain supporting documentation in accordance with documentation standards and audit requirements.
 
Process complex endorsements involving special conditions and submit and track transactions through SES workflows, resolving routine operational questions directly.
 
Maintain external policy tracking for financial institution portfolios, ensuring accurate documentation, clear status reporting, and timely follow-up.
 
Execute advanced follow-ups for complex, incomplete, or non-standard policy documentation and escalate unresolved issues as needed.
 
Perform advanced billing reconciliation, including multi-system comparisons, GL coding validation, refund analysis, and discrepancy investigation.
 
Research recurring or systemic billing issues and coordinate with Accounting, Operations, or external vendors to resolve complex billing problems.
 
Serve as a primary point of contact for escalated calls and emails requiring advanced operational knowledge, providing clear process explanations within non-licensed scope.
 
Handle high-volume individual and shared inboxes, draft or refine non-template correspondence, ensure compliance with SLAs and communication standards, and provide guidance to Level 1 staff on professional communication and escalation practices.
 
Complete FNOL submissions for complex or time-sensitive losses, conduct proactive follow-ups with carriers or adjusters, manage loss-run requests, reconcile results with internal claim logs, and summarize findings for AEs or leadership.
 
Monitor team-level workflow queues, assign tasks to Operations Specialist I or offshore resources. Provide updates on queue status and risks, utilize Excel and internal systems for analysis and reporting. Assist with SOP and training material updates, support onboarding and mentoring staff, and participate in audits and special projects.
 
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
 
Performs other duties as assigned.
 
QUALIFICATIONS
 EDUCATION/EXPERIENCE
 
Bachelor's Degree or equivalent combination of education and experience
 
Three (3) or more years in insurance operations, trust administration, financial services, or customer service.
 
SKILLS
 
Strong verbal and written communication skills, including advanced email and phone professionalism.
 
Strong analytical, problem solving, and decision making abilities.
 
High attention to detail with the ability to review and validate others’ work.
 
Ability to manage multiple tasks, prioritize effectively, and support a fast-paced environment.
 
Demonstrated ability to mentor junior staff and contribute positively to team culture.
 
Proficiency with Microsoft Office Suite (Excel, Outlook, Word; PowerPoint preferred); experience using agency management or workflow systems preferred.
 
Ability to adapt quickly to process changes and contribute to continuous improvement.
 
#LI-JP1
 
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 Now" 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.
 
For more information on Alliant Insurance Service's benefits, click here.

Operations Specialist II - SES #JP

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
 More information is available on the company's website at: www.alliant.com.
 
SUMMARY
 
Responsible for administrative and transactional support to SES leadership and internal teams. Process insurance for Financial Institutions' trust-owned assets. This role focuses on accurate data entry, email and inbox management, phone support, claims intake, workflow queue handling, and organized communication support. All work is performed under the direction of senior team members or licensed personnel.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Enter, update, and maintain property insurance, occupancy, and valuation data in SES systems. Ensure records are accurate, complete, and audit-ready in accordance with established workflows.
 
Set up and maintain standard internal coverage records and external policy tracking. This includes renewal status updates and required documentation.
 
Attach, index, and organize supporting documentation to ensure complete files and proper system records.
 
Process routine endorsements and submit completed insurance transactions through defined SES workflows under senior supervision.
 
Send pre-defined correspondence related to external policy follow-ups and renewals. Escalate exceptions or non-standard issues to senior staff.
 
Prepare and validate routine billing entries. Assist with basic discrepancy reviews and respond to routine billing, reporting, documentation, and system-related inquiries within defined scope. Route complex items appropriately.
 
Answer incoming calls professionally, handle routine inquiries, and document call activity in SES systems.
 
Route non-standard or coverage-related questions to licensed or senior personnel.
 
Monitor assigned individual and shared Trust team inboxes. Categorize and prioritize messages, respond using approved templates or professional ad-hoc communication as needed, and document key communications in SES systems.
 
Escalate complex or non-standard inquiries received via phone or email to senior or licensed personnel in accordance with established procedures.
 
Assist with First Notice of Loss (FNOL) by collecting initial claim details, submitting FNOL through approved workflows or carrier portals, and maintaining claim documentation.
 
Follow up on claim status with carriers or adjusters. Request loss runs using standard procedures and maintain accurate, up-to-date claim records.
 
Handle assigned workflow queues to meet service-level expectations. Escalate unclear or unusual items, provide feedback on recurring issues to support process improvement, and assist with basic analysis and special projects.
 
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
 
Performs other duties as assigned.
 
QUALIFICATIONS
 EDUCATION/EXPERIENCE
 
Bachelor's Degree or equivalent combination of education and experience
 
One (1) or more years in insurance operations, trust administration, financial services, or customer service preferred
 
SKILLS
 
Excellent verbal and written communication skills, including strong telephone, listening, and email communication skills.
 
Excellent interpersonal and customer service skills.
 
Strong attention to detail and accuracy.
 
Highly organized with the ability to prioritize multiple tasks.
 
Ability to work effectively within a team and foster a collaborative environment.
 
Demonstrated ability to adapt and remain effective in a dynamic, changing environment.
 
Proficient in Microsoft Office Suite (Outlook, Excel, Word).
 
#LI-JP1
 
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 Now" 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.
 
For more information on Alliant Insurance Service's benefits, click here.

Operations Specialist I - SES

Join Alliant Insurance Services and explore 6   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Alliant Insurance Services

About Company

Talent Acquisition Coordinator

Talent Acquisition Coordinator

Quality Training & Employee Engagement Specialist

Operations Specialist II - SES #JP

Operations Specialist II - SES #JP

Operations Specialist I - SES