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JA Counter Job Opening

JA Counter is an insurance agency, specializing in individual life, health, and disability insurance and employee benefit planning. The JA Counter 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 strive to be the first choice for employers and individuals that look tomaximize their financial and personal well-being.

Current Opportunity: ACCOUNT COORDINATOR

We are growing and we need you. We have a unique job opportunity for someone to join JACounter....

We are looking for someone who is passionate about customer service and has the ability to multi-task while maintaining accuracy and attention to detail. The qualified candidate will assist in the retention of existing accounts and work with the Account Manager in managing and maintain a positive and productive relationship with clients.

Responsibilities Include:

·  Serve as primary customer liaison for claims and administration problem resolution.

·  Implement and maintain client services timelines.

·  Assist with policy renewal and annual open enrollment.

·  Update client files and CRM for service requests, policy renewal documentation, plan documentation and problem resolution; maintain effective audit trail; follow-up with customers daily;

·  Assist Account Manager with meeting preparation.

·  Assist Group Account Manager with submission of new applications for new and existing clients.

·  Prepare reporting for client meetings.

·  Review policy contracts and SBC for accuracy and completeness.

·  Recognize new business opportunities for existing groups and prospects.

·  Conduct employee meetings to educate on plan design and administration.

Insurance license preferred.

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JA Counter is an Equal Opportunity Employer

JA Counter provides equal opportunity in hiring, training, compensation, promotion, termination, transfer and all other terms and conditions of employment, without regard to race, color, religion, creed, national origin, gender, age, disability, veteran status, sexual orientation or any other protected class status in accordance with applicable federal, state and local laws.

JA Counter Values Workforce Diversity

Because excellence in all we do is part of JA Counter’s corporate culture, we strive to have the right people in the right jobs at the right time. By leveraging a diverse, highly skilled workforce, we create strategic and competitive advantages. Valuing diversity is about respecting all people and creating an inclusive environment where we encourage all employees to use their skills, knowledge and creativity to be responsible by nature.

If you think that youwould be a fit, please send or email your cover letter and resume to JA Counter, 1477 S Knowles Ave, Suite 200, New Richmond, WI 54017 or .

One Source | Complete Coverage

JA Counter, 1477 South Knowles Avenue, PO Box 387, New Richmond, WI 54017

(715)246-3811 / (800)334-9252 / Fax: 715-246-3814 / www.jacounter.com