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 to maximize their financial and personal well-being.
We are growing and we need you. We have a unique job opportunity for someone to join JACounter....
This is a part-time, job sharing opportunity.
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 supporting and augmenting the sales and service efforts of the internal sales force and account management team.
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Primary office receptionist for incoming calls and visiting clients. This includes answering all phone calls, directing calls to appropriate party or taking messages. If necessary, make appointments for office staff.
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Review insurance new business paperwork for completeness and accuracy and submit to carrier.
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Assist with client claims and administration problem resolution.
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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;
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Maintain computer and paper files.
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Prepare weekly birthday letters and mailings.
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Perform morning mail duties including picking up mail at Post Office.
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Perform basic account functions to support the overall operations of the firm.
Send Resume to: DHenke@jacounter.com
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.
Because excelle nce 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 you would 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 dhenke@jacounter.com
.
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