Qureos Mentor

Alliant Insurance Services

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 ensuring Salesforce operates as a reliable, scalable platform that supports teams across Customer Success, Billing, Claims, Compliance, Finance, and Sales. Reporting to the Operations leadership team, this individual serves as the primary point of contact for day-to-day support while also leading smaller enhancements and projects from intake through delivery. Translate business needs into efficient, well-designed Salesforce solutions, maintain data integrity, and continuously improve workflows to reduce manual processes. This role requires a hands-on problem solver who can balance responsive ticket management with proactive platform improvements, helping the organization move faster and operate more effectively.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Administers, configures, and maintains the Salesforce platform, serving as the primary day-to-day support lead while ensuring system stability, scalability, and efficiency.
 
Monitors and manages Salesforce ticket queues, prioritizing and resolving requests across departments.
 
Manages user roles, profiles, permissions, and security settings, ensuring proper access while supporting evolving operational needs.
 
Builds and maintains reports, dashboards, flows, validation rules, and automation processes to reduce manual work and improve operational efficiency.
 
Builds and maintains operational dashboards and reports that support billing, claims, compliance, and customer success teams.
 
Gathers requirements directly from business teams and translates operational needs into practical, scalable Salesforce solutions.
 
Documents system changes, workflows, and configurations; translates Standard Operating Procedures (SOPs) into scalable Salesforce processes.
 
Coordinates with third-party vendors, developers, and consultants as needed to support integrations and enhancements.
 
Supports the implementation and maintenance of AppExchange solutions and third-party integrations.
 
Provides clear communication, training, and support to end-users to increase adoption and improve day-to-day effectiveness.
 
Troubleshoots and resolves Salesforce issues and support tickets efficiently, providing clear status updates and resolutions to users.
 
Ensures data integrity through audits, monitoring, data cleansing, and proactive recommendations for improvement.
 
Owns smaller Salesforce initiatives from intake through production, including requirements gathering, configuration, testing, and deployment.
 
Remains up-to-date with Salesforce updates, releases, and best practices to drive innovation.
 
Partners with Operations, IT, and business teams to ensure Salesforce solutions align with operational workflows and company goals.
 
QUALIFICATIONS
 EDUCATION / EXPERIENCE
 
Bachelor's Degree in Information Technology, Business, or a related field, or equivalent work experience
 
Five (5) or more years of hands-on experience as a Salesforce Administrator
 
One (1) or more years Experience in insurance, financial services, or regulated industries
 
Five (5) or more years Experience working with external consultants or developers
 
One (1) or more years Familiarity with ticketing systems and Agile workflows
 
Salesforce Administrator Certification
 
Salesforce Advanced Administrator Certification
 
SKILLS
 
Strong understanding of Salesforce configuration best practices, data management, security, and governance fundamentals.
 
Proficient in building and maintaining Flows, validation rules, custom objects/fields, reports, dashboards, and page layouts.
 
Strong working knowledge of Salesforce Lightning Experience, Service Cloud, and Sales Cloud.
 
Working knowledge of SOQL and ability to collaborate effectively with developers; basic familiarity with Apex and Lightning components is a plus.
 
Ability to independently manage workload and prioritize competing requests in a fast-paced, operational environment.
 
Experience working within structured ticketing or intake systems to manage Salesforce requests.
 
Strong documentation skills with the ability to translate business processes into scalable Salesforce workflows.
 
Experience monitoring and improving data quality, including audits, deduplication, and validation strategies.
 
Ability to build operational dashboards that support billing, claims, compliance, and customer success teams.
 
Familiarity with Salesforce integrations and connected applications.
 
Familiarity with ERP, insurance platforms, and third-party system integrations.
 
Experience coordinating with third-party vendors and supporting Salesforce integrations.
 
Excellent problem-solving, analytical, and communication skills.
 
#LI-DR1
 
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.

Senior Salesforce Administrator

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 acting as an agent of broker of qualified new business leads for Private Client Services. On boards prospective clients through program analysis and presentation. Also, responsible for marketing leads and preparing proposals for prospects.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Mentor support staff and serve as product expert as needed.
 
Receive and develop new business leads from Producers and/or referral sources.
 
Close leads either independently or in conjunction with Producer who presents directly to prospect.
 
Analyze exposure base to identify program deficiencies and develop proper marketing strategies.
 
Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.
 
Bind coverage, identify deficiencies, and determine appropriate level of coverage.
 
Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
 
QUALIFICATIONS
 
Bachelor's Degree or equivalent combination of education and experience
 
Four (4) or more years of Private Client experience
 
Valid Insurance License
 
Must continue to meet Continuing Education requirements for license renewal
 
SKILLS
 
Proficient in Microsoft Office Suite
 
Knowledge of wide array of private client customizable coverages
 
Excellent verbal and written communication skills
 
Good problem solving and time management skills
 
Good planning, organizational and prioritization skills
 
Strong interpersonal skills
 
Ability to build trust and de-escalate concerns
 
Ability to work within a team and to foster teamwork
 
Ability to maintain confidentiality
 
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.

Senior New Business Analyst - Private Client Services

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.
 
More information is available on the company's website at: www.seniormarketsales.com
 
SUMMARY
 
The Salesforce Developer is responsible for designing, building, and delivering custom solutions on the Salesforce platform that align with business needs. This role combines strong technical development expertise with excellent communication and collaboration skills. The Developer works closely with Solution Architects, Admins, and business stakeholders to understand requirements, evaluate options, and design scalable solutions. This is not a back-room role as the Salesforce Developer actively participates in solution discussions, presents alternatives, and helps shape solutions that deliver measurable business value.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Partner with Solution Architects, Admins, and business stakeholders to translate requirements into technical designs.
 
Participate in solution design sessions, providing input on customization vs. declarative options.
 
Communicate technical options, trade-offs, and recommendations in business-friendly terms.
 
Shape solutions to ensure they align with business goals and platform best practices.
 
Develop, test, and deploy custom Salesforce solutions using Apex, Lightning Web Components (LWC), Visualforce, and APIs.
 
Implement integrations between Salesforce and external systems.
 
Write high-quality, reusable, and scalable code following Salesforce development standards.
 
Perform unit testing and participate in system/integration testing.
 
Support deployment activities across development, QA, and production environments.
 
Troubleshoot and resolve issues in existing Salesforce customizations.
 
Stay current with Salesforce releases and recommend enhancements to leverage new capabilities.
 
Contribute to coding standards, development guidelines, and technical documentation.
 
Mentor junior developers and provide technical guidance to the broader team.
 
QUALIFICATIONS
 EDUCATION / EXPERIENCE
 
Bachelor’s degree in Computer Science, Information Systems, or related field (or equivalent experience).
 
Three (3) or more years Salesforce development experience (Apex, LWC, Visualforce, APIs, SOQL/SOSL).
 
Proven ability to collaborate with business stakeholders and communicate technical concepts clearly.
 
integrating Salesforce with external systems using REST/SOAP APIs, middleware, or ETL tools.
 
Background in Agile development practices and working as part of a cross-functional team.
 
Exposure to enterprise-scale Salesforce environments.
 
SKILLS
 
Strong understanding of Apex Programming (Triggers, classes, batch/future/queueable jobs; strong grasp of governor limits and optimization best practices).
 
Strong understanding of Cloud & SaaS (AWS, Azure, or GCP concepts).
 
Strong understanding of Salesforce security (roles, profiles, permission sets, sharing rules).
 
Strong understanding of Salesforce architecture and multi-org environments.
 
Strong understanding of JavaScript, HTML, CSS, and modern frameworks (React, Angular).
 
Strong understanding in a Salesforce’s role in CRM, sales processes, and customer experience.
 
Knowledge of declarative tools (Process Builder, Flow, Validation Rules, Page Layouts; strong data modeling knowledge (objects, fields, relationships).
 
Knowledge of REST/SOAP API design, authentication (OAuth, SAML), JSON, XML, middleware (MuleSoft).
 
Knowledge of SQL/SOQL/SOSL, data migration (Data Loader, APIs), ETL best practices.
 
Knowledge of DevOps & CI/CD tool such as Salesforce DX, Git, Jenkins/GitHub Actions/Azure DevOps; packaging strategies (Unlocked/Managed Packages).
 
Ability to write robust unit tests (75% coverage minimum) and test automation frameworks.
 
Ability to work in Scrum/Kanban environments.
 
Ability to collaborate and communicate by having technical and non-technical conversations, working seamlessly with admins, architects, and stakeholders.
 
Skilled in troubleshooting and improving large data volumes and automation-heavy orgs.
 
Expertise in Lightning Web Components (LWC) and Aura Components; familiarity with Visualforce for legacy systems.
 
#LI-DD1
 
“Successful people do those things that failures refuse to do.”
 Equal Opportunity Employer; SMS participates in the E-Verify system.
 
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.

Salesforce Developer

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 providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for managing medium and complex claims of assigned clients.
 This opportunity falls under our Alliant Specialty division.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Acts as an advocate and claims specialist to provide support to clients, claimants, Producers, and carriers;
 
Provides initial and on-going advocacy on claims including detailed analysis, interpretation, consultation and negotiation of coverage and reserves;
 
Provides assistance on complex, large claims issues;
 
Reports to carriers on property, liability, litigated, high exposure and specialty claims;
 
Maintains claim diaries and reviews reservations of rights of denials;
 
Travels to loss sites to assist clients with the claim process;
 
Meets with clients and internal staff to provide analysis, interpretation and recommendations regarding client loss information;
 
Responds to clients and Producers regarding coverage, exposure, and settlement questions;
 
Manages subrogation and recovery situations by working closely with client;
 
Prepares coverage arguments for client advocacy and form coverage positions as client advocate;
 
Works with client legal counsel on coverage, claims and strategy for settlement;
 
Assists client with case preparation and support as needed, using negotiation skills to provide best possible outcome for clients;
 
Provides value added services to Producers, focusing on account retention and obtaining new business;
 
Develops training materials with a client and service team perspective for coverage reviews, loss reporting procedures, and claims guidelines in handling various situations;
 
Conducts quarterly claims review meetings with employer representatives;
 
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 or equivalent combination of education and experience
 
Six (6) or more years related work experience, brokerage or insurance carrier experience preferred
 
Possession of CPCU, AIC and/or ARM preferred
 
Valid Fire and Casualty Broker – Agent license
 
In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques
 
SKILLS
 
Excellent verbal and written communication skills
 
Ability to work within a team and to foster teamwork
 
Excellent customer service skills, including telephone and listening skills
 
Great leadership, problem solving and time management skills
 
Advanced analytical skills
 
Ability to interface with internal and external executives
 
Proficient in Microsoft Office Suite
 
Salary $100,000- $110,000
 #LI-REMOTE
 #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.

Claims Advocate- Mergers & Acquisitions

SUMMARY
 
Responsible for delivering benefit billing administration services to clients who have outsourced all or part of their benefits administration. Key functions include the processing of premium invoices, premium payments, eligibility reporting, and COBRA premiums and payments.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
 
Calculates premiums for health care, disability, life insurance and other benefit plans and preparation of consolidated bills;
 
Processes client premium payments;
 
Performs client premium account and benefits database review and reconciliation;
 
Prepares monthly and other eligibility reports for distribution in hardcopy or electronic format as required;
 
Issues notification of qualifying events, processes COBRA elections, posts COBRA premiums, updates eligibility rosters, reports COBRA eligibility and premiums, and issues COBRA termination and conversion notices;
 
Assists in setup of new billing clients;
 
Provides input on methods and procedures for new assignments;
 
Provides support as immediate backup to Benefit Advocates;
 
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 Human Resources or Business, with an emphasis in Finance or Accounting
 
One (1) or more years of experience in benefits administration or accounting
 
Proven experience maintaining high level of accuracy while working with complex benefit administration or accounting details
 
SKILLS
 
Excellent verbal and written communications skills
 
Good planning, organizational and prioritization skills
 
Ability to work on complex assignments where considerable judgment and initiative are required in resolving problems and making recommendations
 
Proficient in Microsoft Office products
 
#LI-MH1

Billing Coordinator

Join Alliant Insurance Services and explore 12   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

Senior Salesforce Administrator

Senior New Business Analyst - Private Client Services

Salesforce Developer

Claims Advocate- Mergers & Acquisitions

Claims Advocate- Mergers & Acquisitions

Billing Coordinator

Billing Coordinator