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Account Manager - Employee Benefits (Hybrid)

Employer
Alera Group
Location
New Richmond
Salary
Competitive

View more

Industry
Office and Administration
Role
Manager
Job Type
Long-Term
Hours
Full Time
JA Counter, an Alera Group Company is seeking an Account Manager to join our Employee Benefits Team!

JA Counter is an investment and insurance agency, specializing in individual and employer-sponsored risk and benefit consulting. Our mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism.

Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise, and resources to elevate the client experience. Alera Group was formed on January 1, 2017, and is one of the largest independent, national insurance and financial services firms in the U.S. with over $500 million in revenue. Alera Group is a very entrepreneurial firm bound together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you're looking for, this is your chance to be part of an amazing organization!

This position has the primary responsibility for retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts. To build relationships with clients and continue to service them to help them achieve their goals.

The essential functions include, but are not limited to the following:
  • Build relationships with employers and service them to help them understand their benefits package and how to administer it;
  • Conduct employee meetings to educate on benefit decisions, utilization of plans and consumerism;
  • Act as a compliance resource to clients providing guidance and education on compliance issues and regulations affecting their employee benefit plans;
  • Review, for accuracy and completeness, all customer forms, enrollment applications, and master applications for submission to carriers;
  • Partner with account team to provide excellent, unified service to clients;
  • Proactively manage all renewals, in a timely fashion, by contacting client within 48 hours of initial receipt and aligning actions to client goals and objectives;
  • Maintain accurate and complete client data in client relationship management database (CRM); including documentation and management of action items and client interaction;
  • Adhere to service model and timelines developed to maintain profitable business while delighting the client;
  • Maintain a strong and productive working relationship with carriers and a clear understanding of the products and services offered;
  • Attend social functions in the community as opportunities present themselves, representing JA Counter in a professional manner.
  • Associate degree or equivalent work experience in financial services or benefit services related position.
  • Minimum 3-5 years of industry related experience.
  • State Life & Health Insurance License preferred.
  • Read and interpret documents, such as summary plan descriptions, insurance certificates and contracts.
  • Document on-going activities clearly.
  • Communicate difficult, industry topics in a clear, concise manner that is understandable to a layperson.
  • Ability to calculate figures and apply basic mathematical concepts.
  • Ability to solve problems and deal with a variety of variables where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
  • Intermediate computer skills including use of client relationship management database, Microsoft Office, spreadsheets, internet and e-mail.
Work Environment/Physical Demands

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Standard office environment. While performing the duties of the position, the employee is regularly required to sit and talk or hear. The employee is regularly required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms with occasional under 10 lbs. lifting requirement. Vision perception is normal for administrative duties. Travel is required for coordination of meetings, events, etc.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Employee will follow any other instructions and perform any other related duties as may be required by their supervisor. To perform this job successfully, employee must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and/or ability required.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

PandoLogic. Category:Human Resources

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