Now Hiring - R&R Insurance Services- Inc - Employee Benefits Account Manager in Waukesha, WI

Full description of the position

What You 'll Do As an Account Manager II, 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 level-funded employee benefits clients (generally 2-100 enrolled employees) * 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 * Mentor and support Account Manager I team members * 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 * Minimum of two (2) years of experience working in Employee Benefits account management or similar role * Employee Benefits experience required, preferably within an insurance agency or brokerage environment. * Active Life & Health insurance license (or ability to obtain within 90 days of hire) * 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 * Solid working knowledge of Microsoft; experience with agency management systems 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 scheduling after 60 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.