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Mergers & Acquisitions Benefits Analyst III

Alliant Insurance Services
80,000 USD-100,000 USD
United States, California, Irvine
18100 Von Karman Ave. (Show on map)
May 20, 2026

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 working with account team in processing renewals, conducting and analyzing marketing, preparing financial summaries and providing general technical support for assigned accounts.




ESSENTIAL DUTIES AND RESPONSIBILITIES



Exhibits proven competence in all Analyst II duties and knowledge requirements;



Manages responsibilities for existing self-funded accounts, including vendor renewals and marketing, reporting and all other duties common to self-funded and fully-insured accounts;



Coordinates with the Underwriting department for self-insured forecasts and modeling projects (i.e. migration modeling, reserve calculations, significant plan change modeling, etc.);



Possesses ability to present project results to client, including individual and committee meeting settings;



Provides basic plan design change modeling in software tools provided (must exhibit competency in software and application of results);



Provides mentoring to team members as needed;



Initiates standard presentations in collaboration with Account Executive, including providing consultative
feedback to account team regarding client deliverables;



Assists Producer in support role for prospective business projects;



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



Two (2) or more years related work experience



Valid insurance license (or must be obtained within 90 days of employment)



Must continue to meet Continuing Education requirements for license renewal



Exhibit proficiency in Underwriting basics: pass Underwriting 201 and 301 classes



Exhibit proficiency in Pharmacy Benefit Managers: pass PBM 101



Exhibit proficiency in Stop Loss Insurance: pass Stop Loss 101




SKILLS



Excellent verbal and written communication skills



Excellent problem solving and time management skills



Good customer service skills, including telephone and listening skills



Excellent planning, organizational and prioritization skills



Ability to work within a team and to foster teamwork



Ability to take leadership role in team projects and problem solving situations



Ability to work productively as an individual to accomplish assigned projects



Ability to prioritize work for multiple projects and deadlines



Proficient in Microsoft Office Suite




#LI-REMOTE


#LI-LM1

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

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