Employee Benefits Analyst
About The Position
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.
Requirements
- 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 Haves
- Applied Epic experience
- Applied Benefits Designer
Responsibilities
- Support the Benefits team with day to day servicing needs for employee benefits clients
- Assist with policy and plan changes, eligibility updates, employee enrollments, terminations, ID card requests, and other service transactions
- Respond to client and carrier requests in a timely, professional, and accurate manner
- Prepare client materials, spreadsheets, summaries, and supporting documentation for renewals, open enrollment, and ongoing service needs
- Help ensure client records, plan information, and service activities are documented accurately and maintained in agency systems
- 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
- 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
- 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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
