Associate Account Manager Employee Benefits

1 month ago

New Richmond, United States Alera Group Full time

 

 

JA Counter, an Alera Group Company is seeking an Associate 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 supporting Account Manager and Account Executives in retention of existing accounts.  Provides prompt, efficient, high-quality service to designated accounts and internal colleagues also supporting those accounts.

 

The essential functions include, but are not limited to the following:

  • Support account management team in servicing clients.
  • Help prepare employee-facing materials and presentations. May conduct employee meetings to educate on benefits.
  • 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 aspects of the client lifecycle; ensuring we’re in front of the process;
  • 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’s degree or equivalent work experience in financial services or benefit services related position is required. 

  • 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 to advanced computer skills required, including use of Client Relationship Management (CRM) database and all tools within the Microsoft365 Office Suite (Forms, Word, Planner, Excel, Outlook, Teams, SharePoint).


We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

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. 

#LI-KB1

#LI-Hybrid

 

PandoLogic. Category:Human Resources, Keywords:Compensation / Benefits Account Manager, Location:New Richmond, WI-54017

  • Employee Benefits Account Management Associate

    5 days ago

    New Richmond, Wisconsin, United States Alera Group Full time

    Job SummaryAlera Group is seeking an Associate Account Manager to join our Employee Benefits Team. This role will support Account Managers and Executives in retaining existing accounts, providing prompt, efficient, and high-quality service to designated accounts and internal colleagues.Key ResponsibilitiesSupport account management team in servicing clients,...

  • Associate Account Manager Employee Benefits

    7 days ago

    New Richmond, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an Associate Account Manager to join our Employee Benefits Team!   Company Mission & Value StatementPowered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work. At JA...

  • Associate Account Manager Employee Benefits

    3 weeks ago

    New Richmond, United States Alera Group Full time

    JA Counter, an Alera Group Company is seeking an Associate 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,...

  • Associate Account Manager Employee Benefits

    2 months ago

    New Richmond, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an Associate 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,...

  • Employee Benefits Account Manager

    1 week ago

    New Richmond, Wisconsin, United States Alera Group Full time

    Job SummaryWe are seeking an experienced Account Manager to join our Employee Benefits Team at Alera Group. The successful candidate will be responsible for retaining existing accounts, providing exceptional service, and building relationships with clients to help them achieve their goals.Key ResponsibilitiesBuild relationships with employers to understand...

  • Employee Benefits Account Manager

    1 week ago

    New Richmond, Wisconsin, United States Alera Group Full time

    Job SummaryThis 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.Key ResponsibilitiesBuild relationships with employers and service them to help them understand...

  • Account Manager Employee Benefits HYBRID

    2 weeks ago

    New Richmond, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an  Account Manager to join our Employee Benefits Team!   Company Mission & Value StatementPowered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work. At JA Counter,...

  • Account Manager Employee Benefits HYBRID

    2 weeks ago

    New Richmond, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an  Account Manager to join our Employee Benefits Team!   Company Mission & Value StatementPowered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work. At JA Counter,...

  • Account Manager Employee Benefits HYBRID

    2 weeks ago

    New Richmond, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an  Account Manager to join our Employee Benefits Team!   Company Mission & Value StatementPowered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work. At JA Counter,...

  • Account Manager Employee Benefits HYBRID

    6 days ago

    New Richmond, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an  Account Manager to join our Employee Benefits Team!   Company Mission & Value StatementPowered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work. At JA Counter,...

  • Associate Account Manager Employee Benefits

    2 months ago

    New Richmond, WI, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an Associate 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,...

  • Account Associate

    3 days ago

    New York, New York, United States World Insurance Associates LLC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Account Associate to join our Employee Benefits team at World Insurance Associates LLC. As an Account Associate, you will play a critical role in supporting our clients' day-to-day service needs, working closely with Producers, Account Executives, and Account Managers to deliver exceptional...

  • Account Manager Employee Benefits HYBRID

    2 weeks ago

    New Richmond, WI, United States Alera Group Full time

      JA Counter, an Alera Group Company is seeking an  Account Manager to join our Employee Benefits Team!   Company Mission & Value StatementPowered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work. At JA Counter,...

  • Account Associate

    4 days ago

    New York, New York, United States World Insurance Associates, LLC. Full time

    Job DescriptionAt World Insurance Associates, LLC., we are seeking a highly skilled and detail-oriented Account Associate - Employee Benefits Specialist to join our team. As a key member of our Employee Benefits Practice, you will play a vital role in supporting our clients' day-to-day service needs.Key Responsibilities:Contribute to Employee Benefits...

  • Tax & Employee Benefits Associate

    3 months ago

    Richmond, United States 5 Legal Full time

    Job DescriptionJob DescriptionA global and top 100 Am Law firm seeks an associate to join their Employee Benefits Team in their Richmond office.The ideal candidate must have up to 5 years of law firm employee benefits and executive compensation experience or an entry-level associate with an LL.M. with employee benefit focus.

  • Insurance Account Manager

    6 days ago

    New York, New York, United States 5HC Hub International Group Northeast Inc. Full time

    Job DescriptionWe are seeking a highly skilled Senior Account Executive to join our Employee Benefits Department at 5HC Hub International Group Northeast Inc.Key Responsibilities:Provide full-service account management to clients, focusing on employee benefits and risk management solutions.Resolve claims and administrative issues in a timely and professional...

  • Employee Benefits Procurement Expert

    2 weeks ago

    Richmond, Virginia, United States Scott Insurance Full time

    With a legacy spanning over 160 years, Scott Insurance stands at the forefront of crafting intelligent strategies and innovative solutions tailored to the requirements of mid-market enterprises. Our offerings encompass property & casualty, employee benefits, captive insurance, and surety bonds, in addition to personal risk management services. As an...

  • Employee Benefits Acquisition Specialist

    2 weeks ago

    Richmond, Virginia, United States Scott Insurance Full time

    With a legacy spanning 160 years, Scott Insurance stands at the forefront of crafting intelligent strategies and innovative solutions tailored to the unique needs of mid-market enterprises. Our offerings encompass property & casualty, employee benefits, captive insurance, and surety bonds, along with personal risk management services. As an employee-owned...

  • Employee Benefits Account Manager

    1 week ago

    New York, New York, United States Jobot Full time

    Job Overview:This position is hosted by Jobot. We are seeking a knowledgeable and dedicated Employee Benefits Producer to join our team.About Us:At Jobot, we prioritize building lasting partnerships with our clients, insurance providers, and employees. Our commitment to integrity and trust is the foundation of our operations.Why Choose Jobot?We foster a...

  • Senior Account Executive

    4 days ago

    New York, New York, United States HUB International Full time

    About the RoleHUB International Limited is a leading global insurance brokerage firm, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With a strong presence in North America, HUB has a significant market share and a reputation for delivering exceptional...