Account Manager, Employee Benefits

Risk Strategies Company; Milwaukee (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Great Place to Work

Comprehensive risk management services

Career development opportunities

Job summary

Risk Strategies Company is seeking a Mid-Market Account Manager in Milwaukee, Wisconsin. This role involves managing a focused book of business, providing exceptional client service, and supporting internal teams. The successful candidate will have 2-5 years of health and welfare experience and a solid understanding of the related regulations.

You will be accountable for client relationships, renewals, and developing presentations to enhance collaborations. Join a recognized leader in the brokerage industry with a commitment to positive client outcomes and workplace culture.

Qualifications

• 2 - 5+ years of health & welfare experience.
• Knowledge of benefits administration and industry trends.
• Life, Accident and Health Insurance License required.

Responsibilities

• Manage a book of business of approximately $500,000+.
• Prepare renewals, RFPs, and client presentations.
• Ensure efficient processing of account transactions.

Skills

Client relationship management

Health & Welfare Benefits expertise

Regulatory knowledge

Analytical skills

Education

BA/BS preferred

Tools

BenefitPoint

AMS

Job description

Step into a role where you’ll build lasting client relationships and drive real impact. As a Mid‑Market Account Manager, you’ll own a focused book of business while serving as a trusted advisor—handling day‑to‑day needs, offering clear insights through data, and delivering a seamless, high‑quality client experience. You’ll collaborate closely with vendors, carriers, and internal teams, and you’ll also support Team Leaders and Account Executives on larger accounts, giving you valuable exposure to more complex client work.

You’ll play a key part in accelerating growth by identifying opportunities to expand your clients’ coverage and deepen partnerships within your portfolio. Success in this role comes from a strong foundation in employer‑sponsored health and welfare plans and a solid grasp of the federal and state regulations that guide them. If you’re driven, client‑focused, and ready to grow your career in a dynamic brokerage environment, this is your chance to excel.

Your Impact:

• Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
• Manage a book of business of approximately $500,000+
• Support Team Leader and/or Account Executive(s), as assigned
• Proactively provide client service in response to day-to-day service issues and questions; elevate, as necessary
• Actively seek improvements to client service and efficiencies within teams by identifying improved processes
• Works with the client team to develop project plans and deliver on service goals
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
• Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
• Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
• Understand, articulate and implement RS value-added resources
• Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc)

Successful Candidates Will Have:

• BA/BS preferred
• 2 - 5+ years of health & welfare experience, meets majority of core practice competency‑based skills
• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Life, Accident and Health Insurance License required
• GBA or CEBS Certification a plus

Physical Demands and Work Environment

• While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
• The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.