- 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
- 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
- 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
- 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
- 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
- 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
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Employee Benefits Account Manager - Neenah - R&R Insurance Services
Description
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
Collaboration & Team Support
Technical Expertise & Process Excellence
What We're Looking For
Experience & Qualifications
Skills & Attributes
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:
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.
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Accounting Manager
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Account Manager
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Accounting Manager
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Business & Accounting Manager
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Account Manager II
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Account Manager
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Customer Manager/Global Account Manager
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Business & Accounting Manager
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Customer Manager/Global Account Manager
Only for registered members Neenah, WI
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Customer Manager/Global Account Manager
Full time Only for registered members Neenah
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Employee Benefits Account Manager
Only for registered members Neenah, WI
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account manager, beverage sales
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Manager of Accounting
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