OVERVIEW
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!
RESPONSIBILITIES
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.

QUALIFICATIONS
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).
BENEFITS
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