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 of servicing group, employee benefits clients for satisfaction and retention. Position provides prompt, efficient, proactive, high-quality service to designated accounts and as back-up to account management team to all clients. Building highly effective working relationships with clients and servicing them to help them achieve their goals is a key objective.
The essential functions include, but are not limited to the following:
Position is held accountable to maintaining a world-class net promoter score (assessed through annual client surveys) and client retention of 97 percent (assessed annually).
Associate’s degree or equivalent work experience in financial services or benefit services related position is required. 2+ years of Account Management or Service Experience is preferred.
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.
PandoLogic. Category:Human Resources
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