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Overview:
JA Counter, an Alera Group Company is seeking an Employee Benefits Account Coordinator to join their Group Account Management team.
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!
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.
As an Employee Benefits Account Coordinator, your primary responsibility is to assist the Group Account Manager and provide additional support for the broad Group Account Management Team as needed. Responsibilities:

• Assist Group Account Manager with policy renewal, plan implementation, coordination with carriers and vendors.
• Update client files and CRM for service requests, policy renewal documentation, plan documentation and problem resolution; maintain effective and accurate audit trail; follow-up with customers daily.
• Assist Group Account Manager with meeting preparation ? developing and preparing materials to ensure accurate presentation of information and setting the Group Account Manager up for a successful meeting.
• Assist Group Account Manager with submission of carrier and vendor required forms, ensuring information is accurate and complete.
• Review policy contracts for accuracy and completeness compared to requested plan requirements and details.
• Provide additional support for the broad Group Account Management Team when the designated book of business role workload allows.
• Serve as customer liaison for claims and administration problem resolution; subsequent follow-up and update with human resource contact at employer?s office. Document issues and actions in the customer database record.

Qualifications:

• High School Diploma or GED Required; Associates degree preferred.
• Experience in an insurance environment is very beneficial.
• Minimum five (5) years of customer service experience.
• Proficient in MS Office Suite.

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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