Employee Benefits Account ManagerR&R Wealth Management, LLC • West Bend, WI, US

Employee Benefits Account Manager

R&R Wealth Management, LLC • West Bend, WI, US

2 days ago

Job type

Full-time

Job description

Overview

Join to apply for the Employee Benefits Account Manager role at R&R Wealth Management, LLC

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What You'll Do

Be the first call for clients with questions about their employee benefits plans
Partner with Sales Executives to manage renewals, plan changes, and carrier communications
Attend client meetings in-person with consultant as needed
Coordinate key timelines—from open enrollment prep to ongoing service needs
Deliver value-add insights on compliance requirements and share trusted resources
Track and update client benefit details in our systems with accuracy and care
Stay sharp on trends, carriers, and legislative updates—you'll be our "Knowledge Broker"

What You Bring

2–3 years of experience in employee benefits, preferably supporting small to midsize groups (2–50+ employees)

Working knowledge of fully insured, level-funded, and self-funded benefit plans

Life & Health license (or ability to obtain within 30 days of hire)

Familiarity with insurance compliance and employer requirements

Strong communication skills—written, verbal, and interpersonal

Proficiency in managing multiple priorities and meeting deadlines

A proactive, collaborative mindset and a high attention to detail

Why Join Us

Join one of the largest independently owned insurance agencies in the Midwest, serving the region since 1975

Family-led leadership and a collaborative, award-winning team environment

Elite access to top national and regional carriers, empowering you to deliver the best solutions for clients

Competitive salary, full benefits (Medical, Dental, Vision, Life, Disability), and wellness perks

Career development programs and a culture of innovation, accountability, and performance

Recognition as one of the Top 100 Independent Agencies in the U.S. and Healthiest Employer of the Year

A company guided by strong core values : respect, trust, customer focus, and continuous growth

Reinvestment in people and tools to help you succeed and grow your career

And yes, amazing coffee, flavored water, and endless popcorn

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Account Manager • West Bend, WI, US

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