Account Manager Employee Benefits HYBRID

7 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 Statement

Powered 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, an Alera Group Company, 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. We accomplish this through knowledgeable employees by providing an environment so they can and bring value to this mission by: 

  • Expecting far more from ourselves than we do from others
  • Being pioneers with the courage to take reasonable risks 
  • Inspiring excellence and success
  • Leading with integrity and wisdom
  • Having fanatical attention to service, consistency and detail

 

Basic Function

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. 

 

 


  • 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.

 

Ability to:

  • 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.

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

  • 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,...


  • 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,...


  • 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,...


  • 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...


  • 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,...


  • 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,...


  • 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,...


  • 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,...


  • 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,...


  • New Richmond, Wisconsin, United States Alera Group Full time

    Job Summary:Alera Group is seeking an experienced Account Manager to join our Employee Benefits Team. As an Account Manager, you will be responsible for retaining existing accounts and providing exceptional service to designated clients.Key Responsibilities:Build relationships with clients to understand their goals and objectivesProvide prompt, efficient,...


  • 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,...


  • New Richmond, Wisconsin, United States Alera Group Full time

    About the RoleWe are seeking an experienced Account Manager to join our Employee Benefits Team at Alera Group. As an Account Manager, you will be responsible for retaining existing accounts and providing exceptional service to designated clients.Key ResponsibilitiesBuild relationships with employers and service them to understand their benefits package and...


  • 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...

  • Account Manager

    20 hours ago


    New Richmond, Wisconsin, United States Alera Group Full time

    Job SummaryAlera Group is seeking a skilled Account Manager to join our Employee Benefits Team. As a key member of our team, you will be responsible for retaining existing accounts and providing exceptional service to designated clients.Key ResponsibilitiesBuild and maintain strong relationships with employers to understand their benefits package and provide...


  • 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...

  • Accounting Manager

    2 months ago


    Richmond, United States TRAC Recruiting, Inc. Full time

    About the job Accounting Manager (hybrid) We are seeking an Accounting Manager for a full-time and direct hire role for one of our amazing partners in Virginia. They are a services company that helps different companies bring on seasonal labor like agriculture, landscaping, hospitality, or nurseries. This is a hybrid role. You will be responsible for...

  • Accounting Manager

    2 months ago


    Richmond, United States TRAC Recruiting Full time

    Job DescriptionJob DescriptionWe are seeking an Accounting Manager for a full-time and direct hire role for one of our amazing partners in Virginia. They are a services company that helps different companies bring on seasonal labor like agriculture, landscaping, hospitality, or nurseries. This is a hybrid role.You will be responsible for managing and...


  • 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...

  • Experienced Accountant

    2 months ago


    Richmond, United States Incendia Partners Full time

    Job DescriptionJob Description An established publicly traded company is seeking an Experienced Accountant to focus on internal controls / SOX as they relate to financial reporting. Position is hybrid with excellent benefits and proven growth potential into various areas of the company.Experienced Accountant Benefits:Hybrid Work Model (3 days in office, 2...


  • New York, New York, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is actively looking for an Employee Benefits Coordinator to take on a pivotal role in managing and overseeing employee benefits programs. This position is essential for ensuring that our workforce receives comprehensive support regarding health insurance, retirement plans, wellness initiatives, and other benefits offered...