Alera Group, Inc.

Account Manager - Employee Benefits

Job Locations US-WI-New Richmond
Client Service
Regular Full-Time
Firm Name
JA Counter


JACounter Logo RGB


JA Counter, an Alera Group Company is seeking an Employee Benefits Account Manager.  This position has the primary responsibility for retention of existing accounts.  The Account Manager provides prompt, efficient, high-quality service to designated accounts.  The Account Manager is responsibile for building relationships with clients and to continue to service them to help them achieve their goals. 


Company Mission & Value Statement

JA Counter is as 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. We accomplish this through knowledgeable employees by providing an environment, so they can and bring value to this mission by:

Ø  Expecting far more from ourselves than we do from others       

Ø  Being pioneers with the courage to take reasonable risks

Ø  Inspiring excellence and success

Ø  Leading with integrity and wisdom

Ø  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.

Equal Opportunity Employment

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.




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