Employee Benefits Account Manager
R&R Insurance Services Inc., Waukesha, WI, United States
As an Account Manager, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle.
Client Relationship & Service Management
Independently manage a book of fully insured and self-funded employee benefits clients
Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction
Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues
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
Work closely with consultants, carriers, and internal teams to ensure a seamless client experience
Actively participate in team meetings, carrier meetings, and internal collaboration
Technical Expertise & Process Excellence
Prepare RFPs, presentations, 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
Create and maintain tracking tools to meet deadlines and service expectations
Stay current on industry trends, products, and regulatory changes
What We’re Looking For Experience & Qualifications
3-5 years of experience working in Employee Benefits account management or a similar role
Employee Benefits experience required, preferably within an insurance agency or brokerage environment
Experience working with public entities is a bonus, but not required
Active Life & Health insurance license
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:
Independence that puts people first - No private equity, no Wall Street pressure, no short‑term thinking
Supportive leadership that invests in your development
Best‑in‑class benefits, including a 37.5‑hour workweek and Flex days
Award‑winning culture where teamwork, integrity, and innovation thrive
Real opportunities to grow, with leaders who promote from within
If you’re ready to be a trusted partner to clients, contribute to a high‑performing Benefits team, and continue building 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.
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Client Relationship & Service Management
Independently manage a book of fully insured and self-funded employee benefits clients
Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction
Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues
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
Work closely with consultants, carriers, and internal teams to ensure a seamless client experience
Actively participate in team meetings, carrier meetings, and internal collaboration
Technical Expertise & Process Excellence
Prepare RFPs, presentations, 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
Create and maintain tracking tools to meet deadlines and service expectations
Stay current on industry trends, products, and regulatory changes
What We’re Looking For Experience & Qualifications
3-5 years of experience working in Employee Benefits account management or a similar role
Employee Benefits experience required, preferably within an insurance agency or brokerage environment
Experience working with public entities is a bonus, but not required
Active Life & Health insurance license
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:
Independence that puts people first - No private equity, no Wall Street pressure, no short‑term thinking
Supportive leadership that invests in your development
Best‑in‑class benefits, including a 37.5‑hour workweek and Flex days
Award‑winning culture where teamwork, integrity, and innovation thrive
Real opportunities to grow, with leaders who promote from within
If you’re ready to be a trusted partner to clients, contribute to a high‑performing Benefits team, and continue building 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.
#J-18808-Ljbffr