Marc Jacobson & Associates · 3 days ago
Associate
Vernon Hills, IL
Full-time
Onsite
New Grad, Entry Level**Marc Jacobson & **Associates (MJA) is committed to supporting clients with various financial needs, focusing on ensuring financial well-being and stability. The Associate will support the team by assisting with client insurance needs, preparing reports, and managing enrollment documents while collaborating with colleagues to maintain strong client relationships.
Insurance
Hiring Manager
Dana Mosconi
Responsibilities
Support the team by assisting with client insurance needs
Preparing reports
Managing enrollment documents
Evaluating needs
Coordinating communication
Financial growth strategies in line with the clients’ objectives
Collaboration with colleagues
Maintaining strong client relationships
Qualification
Required
Strong analytical skills, including experience in evaluating insurance needs and planning
Excellent organizational and document management skills
Proficiency in clear communication and relationship-building, with emphasis on maintaining trust and collaboration
High attention to detail, problem-solving abilities, and adaptability in a team-focused environment
Previous experience in health insurance services
Preferred
Proficiency in financial software and tools is beneficial
Company
Marc Jacobson & Associates
At MJA we support clients on a range of financial issues – from evaluating insurance needs to helping grow their assets to protect their retirement.
Founded in 1988
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Cindy Falzone, RHU
Managing Partner Group Division
Marc Jacobson
Managing Partner
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