Associate Account Manager Employee Benefits (Hybrid) - Alera Group

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

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.

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