Employee Benefits CSR

Tropolis Holdings, LLC • Fitchburg, WI

65d • Hybrid

About The Position

Tropolis is seeking an Employee Benefits CSR 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 CSR 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

Nice To Haves

• Current Wisconsin insurance license - we will pay for your licensing and coursework
• Applied Epic experience
• Applied Benefits Designer
• Experience with agency management systems, carrier portals, and benefits administration platforms is a plus

Responsibilities

• Client service and account support
• 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
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees