R&R Wealth Management, LLC · 15 hours ago
Employee Benefits Account Manager
West Bend, WI
Full-time
Onsite
Entry, Mid Level
2+ years expR&R Wealth Management, LLC is a family-led agency focused on providing exceptional service in employee benefits. The Employee Benefits Account Manager will manage day-to-day service responsibilities for clients, ensuring strong relationships and satisfaction while leading renewals and ongoing plan support.
Financial Services
Responsibilities
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
Qualification
Required
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
Benefits
Best-in-class benefits, including a 37.5-hour workweek and Flex scheduling after 60 days
Company
R&R Wealth Management, LLC
R&R Wealth Management exists to reveal and help achieve what people really want.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknown2018-01-09Acquired
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