Employee Benefits Account Manager

R&R Insurance and Wealth Management Career•Waukesha, WI

About The Position

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 Collaboration & Team Support 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.

Requirements

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
Active Life & Health insurance license
Associate degree or equivalent work experience required
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

Nice To Haves

Experience working with public entities is a bonus, but not required
experience with agency management systems is a plus

Responsibilities

Manage day-to-day service responsibilities for employee benefits clients
Manage a book of fully insured and self-funded employee benefits clients
Serve as the primary day-to-day contact for assigned accounts
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 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
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