Account Manager - Employee Benefits

R&R Insurance Services Inc.; Waukesha (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Flex Fridays

Career growth

Stable environment

Job summary

R&R Insurance Services Inc. in Wisconsin seeks an Experienced Employee Benefits Account Manager to act as the day-to-day partner for clients, guiding renewals and service needs. You will work with consultants, carriers, and internal teams to deliver a high-touch client experience and lasting relationships.

The role focuses on managing fully insured and self-funded benefits, coordinating renewals, and presenting data while staying current on industry trends and regulatory developments.

Qualifications

• 3-5 years of experience in account management or employee benefits.
• Employee Benefits experience required; agency/brokerage preferred.
• Active Life & Health license or ability to obtain within 90 days.
• Associate degree or equivalent work experience.

Responsibilities

• Independently manage a book of fully insured and self-funded employee benefits clients.
• Serve as the primary point of contact, delivering responsive, high-quality service.
• Coordinate renewals, annual coverage reviews, and enrollment questions.
• Present renewal data and market analysis in partnership with the consultant.
• Attend client meetings and collaborate with consultants, carriers, and internal teams.

Skills

Client relationship

Communication

Multi-tasking

Microsoft Office

Team collaboration

Policy knowledge

Education

Associate degree

Tools

Agency management systems

Job description

Employee Benefits Account Manager (Experienced)

What You'll Do

As an Experienced Employee Benefits Account Manager, you'll serve as the primary day-to-day partner for your clients, helping them navigate renewals, resolve complex service needs, and better understand their benefit plans. Working closely with consultants, carriers, and internal teams, you'll build trusted relationships through proactive communication, dependable follow-through, and the high-touch service experience R&R is known for.

This is an opportunity to join a collaborative team where experienced professionals are empowered to build lasting client relationships, solve complex challenges, and deliver exceptional service every day.

Client Relationship & Service Management

• Independently manage a book of fully insured and self-funded employee benefits clients.
• Serve as the primary point of contact for assigned clients, building trusted relationships and delivering responsive, high-quality service.
• Coordinate renewals, annual coverage reviews, and ongoing service needs, including claims, billing, enrollment, and eligibility questions.
• Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant.
• Manage implementations and carrier changes from start to finish.
• Attend client meetings, including in-person meetings, alongside consultants as needed.
• Partner with consultants, carriers, and internal teams to deliver a seamless client experience.
• Actively participate in team and carrier meetings.

Technical Expertise & Process Excellence

• Prepare RFPs, presentations, benefit guides, and other client-facing materials as needed.
• Provide guidance on applicable state and federal regulations impacting benefit plans.
• Maintain accurate documentation and data entry in R&R's agency management systems.
• Maintain organized tracking tools and documentation to ensure deadlines, renewals, and client commitments are consistently met.
• Stay current on industry trends, products, and regulatory developments.

What You'll Bring

Experience & Qualifications

• 3-5 years of experience in account management or a similar client-facing Employee Benefits role.
• Employee Benefits experience is required. Experience within an insurance agency or brokerage is strongly preferred.
• Active Life & Health insurance license, or ability to obtain in first 90 days of employment.
• Associate degree or equivalent work experience required.

Skills & Attributes

• Strong client-facing communication skills, both written and verbal.
• Ability to manage multiple priorities in a fast-paced environment with attention to detail.
• Proficiency with Microsoft Office; experience with agency management systems is a plus.
• Proven ability to work independently while collaborating effectively within a team.
• Strong customer service mindset with a proactive, problem-solving approach.
• High ethical standards and accountability aligned with R&R values.
• Desire to continuously learn and grow within the employee benefits field.

Why Join Us

R&R Insurance is a place where talented service professionals build long-term careers. As a fiercely independent, family-led agency, our priorities are simple: clients first, employees always, and growth that benefits both.

Here's what makes R&R a great place to build your future:

• Independent by choice. No private equity, no Wall Street pressure, and no short-term thinking.
• Leadership that invests in your development.
• A 37.5-hour workweek with Flex Fridays after 90 days.
• An award-winning culture built on teamwork, integrity, and innovation.
• Career growth with leaders who believe in promoting from within.

If you're ready to be a trusted partner to clients, contribute to a high-performing Benefits team, and build your career at an independent agency that invests in its people, we'd love to talk.

Equal Opportunity Employer

Employee Benefits Account Manager (Experienced)

What You'll Do

As an Experienced Employee Benefits Account Manager, you'll serve as the primary day-to-day partner for your clients, helping them navigate renewals, resolve complex service needs, and better understand their benefit plans. Working closely with consultants, carriers, and internal teams, you'll build trusted relationships through proactive communication, dependable follow-through, and the high-touch service experience R&R is known for.

This is an opportunity to join a collaborative team where experienced professionals are empowered to build lasting client relationships, solve complex challenges, and deliver exceptional service every day.

Client Relationship & Service Management

• Independently manage a book of fully insured and self-funded employee benefits clients.
• Serve as the primary point of contact for assigned clients, building trusted relationships and delivering responsive, high-quality service.
• Coordinate renewals, annual coverage reviews, and ongoing service needs, including claims, billing, enrollment, and eligibility questions.
• Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant.
• Manage implementations and carrier changes from start to finish.

Collaboration & Team Support

• Attend client meetings, including in-person meetings, alongside consultants as needed.
• Partner with consultants, carriers, and internal teams to deliver a seamless client experience.
• Actively participate in team and carrier meetings.

Technical Expertise & Process Excellence

• Prepare RFPs, presentations, benefit guides, and other client-facing materials as needed.
• Provide guidance on applicable state and federal regulations impacting benefit plans.
• Maintain accurate documentation and data entry in R&R's agency management systems.
• Maintain organized tracking tools and documentation to ensure deadlines, renewals, and client commitments are consistently met.
• Stay current on industry trends, products, and regulatory developments.

What You'll Bring

Experience & Qualifications

• 3-5 years of experience in account management or a similar client-facing Employee Benefits role.
• Employee Benefits experience is required. Experience within an insurance agency or brokerage is strongly preferred.
• Active Life & Health insurance license, or ability to obtain in first 90 days of employment.
• Associate degree or equivalent work experience required.

Skills & Attributes

• Strong client-facing communication skills, both written and verbal.
• Ability to manage multiple priorities in a fast-paced environment with attention to detail.
• Proficiency with Microsoft Office; experience with agency management systems is a plus.
• Proven ability to work independently while collaborating effectively within a team.
• Strong customer service mindset with a proactive, problem-solving approach.
• High ethical standards and accountability aligned with R&R values.
• Desire to continuously learn and grow within the employee benefits field.

Why Join Us

R&R Insurance is a place where talented service professionals build long-term careers. As a fiercely independent, family-led agency, our priorities are simple: clients first, employees always, and growth that benefits both.

Here's what makes R&R a great place to build your future:

• Independent by choice. No private equity, no Wall Street pressure, and no short-term thinking.
• Leadership that invests in your development.
• A 37.5-hour workweek with Flex Fridays after 90 days.
• An award-winning culture built on teamwork, integrity, and innovation.
• Career growth with leaders who believe in promoting from within.

If you're ready to be a trusted partner to clients, contribute to a high-performing Benefits team, and build your career at an independent agency that invests in its people, we'd love to talk.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.