Broker Check

Careers

Health Service Associate

POSITION SUMMARY
Do you have experience with health insurance or Medicare? Are you organized and able to work independently? Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Do you enjoy assisting clients while providing exceptional service? If so, you may be the person we are looking for to work at our agency.

We are looking for a Health Service Associate to provide a variety of support to our Health Advisors especially during open enrollment season. Riesterer Financial offers Medicare and health insurance to meet the various needs of clients. As a client orientated firm, we need an individual who shares our desire to help educate and foster client relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Prepare and process applications and paperwork from start to finish and have some knowledge of compliance, reviewing for completeness           before submission and track pending business paperwork.
• Anticipate Health Advisors needs and handle them proactively.
• Maintain Health Advisors and client’s files.
• Assist Health Advisors in client meeting preparation.
• Participate in trainings and webinars to stay informed of industry changes or trends.
• Contact clients to maintain and enhance relationships or obtain updated information.
• Update and use CRM system efficiently to handle tasks, scheduling, follow up, new client entry.
• Track agency and client information.
• Answer phone calls, handle customer service and client needs, schedule appointments.
• Assist and take the lead with marketing plan items.
• Provide coverage in the health department when needed.
• Additional responsibilities when needed.

KNOWLEDGE, SKILLS AND ABILITIES
• WI Life & Health Insurance license desired or obtained within six months upon hire.
• High School Diploma/GED required, college degree a plus.
• 2 or more years customer service experience.
• Experience with business technology (e.g., Outlook, Microsoft Office, Adobe and Customer Relationship Management program).
• Experience or understanding of Medicare and health insurance.
• Ability to maintain integrity of sensitive/confidential information.
• High level of efficiency with strong attention to detail.
• Strong verbal skills with the ability to present complex ideas in a clear, compelling fashion.
• Self-motivated, independent, and dependable.
• Driven to succeed and is motivated to help others.
• Able to use good judgement to provide guidance and answers to clients.
• Exceptional problem-solving skills with the ability to work in a fast-paced environment.

Email your cover letter and resume to: kbrenner@rfsadvisors.net

Finance Manager

POSITION SUMMARY
Do numbers and spreadsheets excite you? Are you organized and able to work independently? Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Does having the opportunity to make an impact and bring innovative ideas to a team excite you? If so, you may be the person we are looking for to work at our agency.

We are looking for a Finance Manager to provide financial expertise, analysis, and guidance to Riesterer Financial.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Manage and process advisors’ commissions and update the commission summary.
• Manage the agencies budget, pay bills, track expenses.
• Manage and update monthly balance sheet and income statement.
• Collaborate with agency owner and business manager on financial strategies/opportunities.
• Perform financial analyses to determine present and forecasted financial health of the company and provide strategies that the company should take.
• Process bi-weekly payroll when needed.
• Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles.
• Develop or recommend solutions for problems or situations.
• Oversee finances, set goals and objectives, and design a framework for these to be met.
• Communicate with auditors when needed to ensure appropriate monitoring of company finances is maintained.
• Assist in processing year-end tax documents.
• Additional responsibilities may be requested.

KNOWLEDGE, SKILLS AND ABILITIES
• High School Diploma/GED required college degree a plus.
• Experience with business technology (e.g., Outlook, Microsoft Office, QuickBooks, and Adobe).
• Highly analytical with dependable attention to detail, deadline driven and natural curiosity.
• High level of efficiency.
• Self-motivated, independent, and dependable.
• Driven to succeed and is motivated to help others.
• Ability to maintain integrity of sensitive/confidential information.
• Excellent communication skills with the ability to effectively communicate to all levels of the business.
• Strong business acumen with the ability to identify trends and issues.

Email your cover letter and resume to: kbrenner@rfsadvisors.net