Licensed Employee Benefits Account Manager
Tropolis Holdings, LLC, Fitchburg, WI, United States
Licensed Employee Benefits Insurance Account Manager
Work Location
This position is based in
Fitchburg, Wisconsin (Madison) .
Do not apply if you are not located in commutable distance to Madison, Wisconsin.
Work model
The role will be onsite 5 days per week during the first 90 days to support training and onboarding. Following that period, the role may transition to a hybrid schedule of 3 days per week onsite.
Compensation
Compensation range: $55,000 - $65,000
Position Summary Tropolis is seeking an Employee Benefits Analyst to join our Benefits team in Madison, Wisconsin. This role is designed to function similarly to a Commercial Lines CSR, but in support of our employee benefits business. The Employee Benefits Analyst will play a key role in day-to-day client servicing, renewal support, carrier coordination, data and document management, and internal team execution. This person will help ensure a high-quality client experience while supporting Account Managers, Producers, and agency leadership in delivering responsive, accurate, and timely service.
The ideal candidate is detail-oriented, organized, client-focused, and comfortable managing multiple priorities in a fast paced agency environment. This role is well suited for someone who enjoys the operational side of benefits service and wants to grow within a collaborative, service driven team.
Key Responsibilities
Client service and account support: Support the Benefits team with day to day servicing needs for employee benefits clients
Administrative tasks: Assist with policy and plan changes, eligibility updates, employee enrollments, terminations, ID card requests, and other service transactions
Communication: Respond to client and carrier requests in a timely, professional, and accurate manner
Documentation: Prepare client materials, spreadsheets, summaries, and supporting documentation for renewals, open enrollment, and ongoing service needs
Record keeping: Help ensure client records, plan information, and service activities are documented accurately and maintained in agency systems
Renewal and marketing support
Assist with renewal preparation, gathering underwriting and census information, and organizing required documentation
Coordinate with carriers and vendors to obtain quotes, renewal terms, plan comparisons, and supporting materials
Review proposals and plan documents for accuracy, completeness, and consistency before client delivery
Support the team in preparing renewal presentations, employee communication materials, and implementation checklists
Track timelines and help ensure key renewal and service milestones are completed on schedule
Carrier, vendor and internal coordination
Serve as a point of contact for routine communication with carriers, vendors, and internal stakeholders
Follow up on outstanding items, service requests, and administrative issues to help keep accounts moving efficiently
Partner with Producers, Account Managers, and leadership to support account retention and overall client satisfaction
Escalate complex issues, service concerns, or compliance related matters appropriately
Data, reporting and process support
Maintain organized, accurate files and documentation for all client activity
Assist with audits, reporting, and data validation related to employee benefits accounts
Support internal process consistency and help identify opportunities to improve workflow, accuracy, and service delivery
Contribute to the team’s overall operational effectiveness through strong follow through and attention to detail
Qualifications
Bachelor’s degree preferred, or equivalent relevant experience
2+ years of insurance agency, employee benefits, group health, or client service experience preferred
Experience in an employee benefits support role, account coordination role, or similar service position is strongly preferred
Strong organizational skills and ability to manage multiple tasks and deadlines
Excellent written and verbal communication skills
High level of accuracy and attention to detail
Experience with agency management systems, carrier portals, and benefits administration platforms is a plus
Current Wisconsin insurance license
Nice to have
Applied Epic experience
Applied Benefits Designer
Benefits
Health and welfare benefit plans
401(k) retirement plan with company matching
Flexible personal paid time-off policy
Eleven paid holidays per calendar year
Paid sick time, to the extent mandated by state or local law
Equity-type incentives through the Tropolis Purpose Plan after six months of employment
Employment is contingent upon successful completion of any pre-employment testing required for the role and a satisfactory background check. This may include verification of licensing and credentials, employment history, and other checks consistent with applicable laws and business needs.
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This position is based in
Fitchburg, Wisconsin (Madison) .
Do not apply if you are not located in commutable distance to Madison, Wisconsin.
Work model
The role will be onsite 5 days per week during the first 90 days to support training and onboarding. Following that period, the role may transition to a hybrid schedule of 3 days per week onsite.
Compensation
Compensation range: $55,000 - $65,000
Position Summary Tropolis is seeking an Employee Benefits Analyst to join our Benefits team in Madison, Wisconsin. This role is designed to function similarly to a Commercial Lines CSR, but in support of our employee benefits business. The Employee Benefits Analyst will play a key role in day-to-day client servicing, renewal support, carrier coordination, data and document management, and internal team execution. This person will help ensure a high-quality client experience while supporting Account Managers, Producers, and agency leadership in delivering responsive, accurate, and timely service.
The ideal candidate is detail-oriented, organized, client-focused, and comfortable managing multiple priorities in a fast paced agency environment. This role is well suited for someone who enjoys the operational side of benefits service and wants to grow within a collaborative, service driven team.
Key Responsibilities
Client service and account support: Support the Benefits team with day to day servicing needs for employee benefits clients
Administrative tasks: Assist with policy and plan changes, eligibility updates, employee enrollments, terminations, ID card requests, and other service transactions
Communication: Respond to client and carrier requests in a timely, professional, and accurate manner
Documentation: Prepare client materials, spreadsheets, summaries, and supporting documentation for renewals, open enrollment, and ongoing service needs
Record keeping: Help ensure client records, plan information, and service activities are documented accurately and maintained in agency systems
Renewal and marketing support
Assist with renewal preparation, gathering underwriting and census information, and organizing required documentation
Coordinate with carriers and vendors to obtain quotes, renewal terms, plan comparisons, and supporting materials
Review proposals and plan documents for accuracy, completeness, and consistency before client delivery
Support the team in preparing renewal presentations, employee communication materials, and implementation checklists
Track timelines and help ensure key renewal and service milestones are completed on schedule
Carrier, vendor and internal coordination
Serve as a point of contact for routine communication with carriers, vendors, and internal stakeholders
Follow up on outstanding items, service requests, and administrative issues to help keep accounts moving efficiently
Partner with Producers, Account Managers, and leadership to support account retention and overall client satisfaction
Escalate complex issues, service concerns, or compliance related matters appropriately
Data, reporting and process support
Maintain organized, accurate files and documentation for all client activity
Assist with audits, reporting, and data validation related to employee benefits accounts
Support internal process consistency and help identify opportunities to improve workflow, accuracy, and service delivery
Contribute to the team’s overall operational effectiveness through strong follow through and attention to detail
Qualifications
Bachelor’s degree preferred, or equivalent relevant experience
2+ years of insurance agency, employee benefits, group health, or client service experience preferred
Experience in an employee benefits support role, account coordination role, or similar service position is strongly preferred
Strong organizational skills and ability to manage multiple tasks and deadlines
Excellent written and verbal communication skills
High level of accuracy and attention to detail
Experience with agency management systems, carrier portals, and benefits administration platforms is a plus
Current Wisconsin insurance license
Nice to have
Applied Epic experience
Applied Benefits Designer
Benefits
Health and welfare benefit plans
401(k) retirement plan with company matching
Flexible personal paid time-off policy
Eleven paid holidays per calendar year
Paid sick time, to the extent mandated by state or local law
Equity-type incentives through the Tropolis Purpose Plan after six months of employment
Employment is contingent upon successful completion of any pre-employment testing required for the role and a satisfactory background check. This may include verification of licensing and credentials, employment history, and other checks consistent with applicable laws and business needs.
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