Employee Benefits Account Manager - Neenah - R&R Insurance Services

    R&R Insurance Services
    R&R Insurance Services Neenah

    16 hours ago

    Full time $65,000 - $115,000 (USD) per year *
    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

  • 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.

    * This salary range is an estimation made by beBee
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