Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a team. This role involves working closely with a team of agents to provide exceptional customer service and support to individual and group clients. The ideal candidate will have a strong background in the insurance industry, particularly in employee benefits, and will be responsible for managing all aspects of client accounts, from quoting and renewals to resolving service issues.

Compensation Package

Salary Range: $50,000 - $65,000 annually
Benefits Offered:
- Paid Time Off (PTO)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Tuition Reimbursement
Work Schedule: Monday to Friday
Work Environment: On-site preferred
Travel Requirements: No travel required

Responsibilities

Serve as the primary contact for all day-to-day service issues and inquiries for assigned clients.
Act as a liaison between clients and vendors/carriers to resolve issues and identify opportunities for process improvements.
Track, manage, and document open issues, keeping clients and agents informed of status and resolution.
Coordinate marketing projects by gathering required employee and plan documentation, such as census data and plan design information.
Quote, analyze, and compare health, individual, and ancillary insurance quotes.
Manage renewal timelines to ensure timely execution of client decisions.
Prepare summaries of insurance, renewals, schedules, and proposals.
Review client contracts and policies for accuracy.
Support agents with new and renewal business presentations as needed.
Coordinate enrollment and informational meetings between clients and carriers.
Maintain the agency management system with up-to-date and accurate information.
Build and maintain strong customer relationships through proactive communication.
Educate clients on the latest industry trends, issues, and changes.

Qualifications/Requirements

Experience:
- Minimum of 3 years of experience in employee benefits or the insurance industry.
- Practical knowledge of the employer group insurance marketplace and quoting processes.
Skills:
- Proficiency in Microsoft Office programs, particularly Excel, Word, and Outlook.
- Strong analytical and critical thinking skills.
- Excellent verbal and written communication skills, with the ability to explain complex information clearly.
- Strong organizational skills and the ability to manage multiple priorities efficiently.
- Attention to detail and a high degree of accuracy.
- Ability to follow established processes and procedures.
Licenses/Certifications:
- Current licensure or ability to obtain a Life & Health Resident Intermediary license granted by the State of Wisconsin.
- Valid Wisconsin driver’s license with an acceptable driving history.

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