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Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager (EB AM) to join a dynamic team. As part of a well-established, medium-sized agency with a reputation for integrity and excellence, you will play a key role in managing and growing a employee benefits accounts. a organization values honesty, collaboration, and work-life balance, fostering a close-knit and supportive team environment. This is an excellent opportunity for a professional who is passionate about delivering exceptional customer service and building lasting client relationships.

• Benefits: Comprehensive benefits package, including full health benefits
• Paid Time Off: Standard holiday schedule and scaling vacation days (starting at 2 weeks, accruing)
• Work Arrangement: Hybrid model (2 days in-office, flexible schedule)
• Additional Perks: Supportive and collaborative team culture

Responsibilities

• Manage a portfolio of employee benefits accounts, focusing on level and fully insured groups ranging from 2-100 lives.
• Provide end-to-end customer service, including quoting new and renewal business, building navigators, and addressing client inquiries.
• Collaborate with producers, account managers, and customer service representatives to deliver seamless service.
• Develop and maintain strong client relationships, ensuring satisfaction and retention.
• Utilize Employee Navigator and EPIC software to manage accounts and streamline processes.
• Support the team in achieving growth objectives by identifying opportunities to expand client accounts.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license required.
• Experience: 3-5 years of relevant experience in employee benefits account management.
• Technical Skills: Proficiency in Employee Navigator and EPIC software.
• Soft Skills: Strong interpersonal and communication skills, tech-savvy, detail-oriented, proactive, and a team player.
• Work Ethic: A commitment to honesty, integrity, and providing exceptional service to clients.
• Work Environment: Ability to work independently and manage time effectively in a hybrid work setting.
  
  #LI-DD4
  

Commercial Lines Associate Client Representative

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Associate Client Representative to join a team. This entry-level position is an excellent opportunity for individuals looking to build a career in the insurance industry. The successful candidate will support the daily management of a high-volume Commercial Lines book of business, ensuring exceptional customer service and client satisfaction. Working under the guidance of a lead servicer, you will play a key role in maintaining accurate account details, processing policy information, and assisting with client communications.

Compensation Package

• Base Salary: $51,400 to $63,400 annually (depending on experience, qualifications, and business needs).
• Benefits: Competitive benefits package, including health insurance,

Responsibilities

• Assist the lead servicer in managing a high-volume book of business, ensuring timely and accurate completion of tasks to meet client needs.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Organize, attach, and name documents in EPIC for efficient record-keeping.
• Utilize templates and system-generated letters/forms to produce standard communications, such as BORs, proposal letters, change requests, and proofs of insurance.
• Process policy endorsements in EPIC.
• Create and assign activities in EPIC to relevant team members.
• Order and manage loss runs.

Qualifications/Requirements

• Education: High School Diploma or equivalent required.
• Work Experience: 0-2 years of experience in Commercial Property and Casualty insurance.
• Licenses/Certifications: Must possess or obtain a state Property & Casualty insurance license within a specified timeframe.

#LI-CH3

Group Employee Benefits Analyst

Job Summary

Seeking a dedicated and detail-oriented Group Employee Benefits Analyst to join a Benefits team. This full-time role is integral to our employee benefits business, providing exceptional client service, renewal support, carrier coordination, and data management. The ideal candidate will thrive in a fast-paced environment, possess strong organizational skills, and have a passion for delivering high-quality service. This position offers an excellent opportunity for professional growth within a collaborative and service-driven team.

• Work Model: Full-time, with 5 days per week onsite during the first 90 days for training and onboarding. A hybrid schedule of 3 days per week onsite may be available after this period.
• Benefits Include:
  • Comprehensive health and welfare benefit plans
  • Flexible personal paid time-off policy
  • Eleven paid holidays per calendar year
  • Paid sick time (as mandated by state or local law)
  • Equity-type incentives through the company’s Purpose Plan after six months of employment

Qualifications/Requirements

Required:

• Bachelor’s degree preferred, or equivalent relevant experience.
• Minimum of 2 years of experience in insurance agency, employee benefits, group health, or client service.
• Proven experience in an employee benefits support role, account coordination role, or similar service position.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• High level of accuracy and attention to detail.
• Familiarity with agency management systems, carrier portals, and benefits administration platforms is a plus.
• Current Wisconsin insurance license.

#LI-BO1

Commercial Lines Account Manager, Middle Market

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join our team. In this role, you will lead client service for middle and large accounts, collaborating with senior colleagues on strategy design and renewal processes. You will also have the opportunity to independently manage smaller accounts, ensuring exceptional service delivery and client satisfaction.

Compensation Package

• Base Salary: $77,200 to $95,400 (commensurate with experience, qualifications, and business needs)
• Bonus Eligibility: Yes
• Benefits: Competitive benefits package

Responsibilities

• Develop and deliver comprehensive service plans for clients.
• Prepare for and actively participate in strategy meetings.
• Conduct exposure reviews and perform gap analyses to ensure adequate coverage.
• Collaborate on mid-market placements and work with Subject Matter Experts to streamline placement processes.
• Review, finalize, and present proposals to clients.
• Document client orders, ensure accuracy of binders, and oversee confirmation of coverage, policies, endorsements, and audits.
• Participate in post-renewal and stewardship planning meetings for large clients.
• Maintain account details, contacts, and policy information in EPIC.
• Summarize loss history and current programs, including expiring exposures.
• Draft finance contracts and create premium billing allocations.
• Review carrier invoices and coordinate policy checks and audits.

Qualifications/Requirements

Work Experience

• Minimum of 3 years of experience in Property & Casualty insurance with a strong understanding of insurance coverages.

Professional Licenses/Certifications

• Active state Property & Casualty insurance license is required.

Essential Skills/Competencies

• Strong interpersonal, written, and oral communication skills.
• Ability to build and maintain effective relationships with clients and colleagues.
• Comprehensive understanding of guaranteed cost program design and coverage forms.
• Proficiency in self-serve portals and client training.
• Advanced knowledge of Excel and other relevant tools.
• Strong problem-solving and critical-thinking skills.
• Ability to work in a fast-paced environment with high attention to detail and minimal supervision.

Education

• High School Diploma or equivalent required.

#LI-CH3

Personal Lines Senior Client Manager - Standard & Middle Market

Job Summary

Seeking a highly skilled and experienced Personal Lines Senior Client Manager to join a team. In this role, you will independently lead client service activities, manage a book of business, and deliver renewal messaging to clients. You will utilize your deep understanding of insurance markets and coverages to make informed recommendations and execute service plans. This position requires a proactive, detail-oriented professional with a strong commitment to client satisfaction and a proven ability to work in a fast-paced environment

Qualifications/Requirements

Work Experience

• Minimum of 3 years of experience in Personal Property & Casualty insurance with a comprehensive understanding of insurance coverages.

Professional Licenses/Certifications

• Must hold a valid state Property & Casualty insurance license.

Essential Skills/Competencies

• Proficiency in Microsoft Excel (including formulas, charts, and tables), Word, and other MS Office products.
• Ability to quickly adapt to new technology platforms.
• Experience with agency management systems and carrier sites.
• Strong customer service skills with a hands-on, personal approach.
• Proven ability to work effectively in a team environment and build trust with peers.
• In-depth understanding of client requirements, market trends, and industry standards.
• Exceptional organizational skills with a high level of accuracy and attention to detail.
• Strong problem-solving and critical-thinking abilities to address complex situations.

Education

• High School Diploma or equivalent required.
  
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Employee Benefits Account Manager (EBAM)

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager (EBAM) to join a team in a hybrid work environment. This role is ideal for a professional with a strong background in employee benefits account management, who thrives in a collaborative and flexible workplace. The successful candidate will primarily focus on managing renewals for accounts with 50+ employees, with most accounts exceeding 100 employees. This is an excellent opportunity to join a supportive and family-oriented organization that values work-life balance and long-term employee satisfaction.

Compensation Package

• Salary Range: $70,000 - $82,000 annually, commensurate with experience.
• 401(k) Plan: Available.
• Benefits: Comprehensive benefits package provided.
• Work Environment: Hybrid model with 2 days in-office (flexible scheduling available).

Responsibilities

• Manage and oversee the renewal process for employee benefits accounts, primarily focusing on accounts with 50+ employees.
• Provide exceptional client service by supporting producers, negotiating with carriers, and building strong relationships with clients and carriers.
• Collaborate with the marketing department on new business opportunities and account placements.
• Ensure accurate and timely quoting for renewals and new business.
• Act as a trusted advisor to clients, demonstrating expertise in employee benefits and related processes.
• Participate in company meetings, luncheons, and events to foster a positive and collaborative workplace culture.

Qualifications/Requirements

• Minimum of 3 years of experience as an Employee Benefits Account Manager at an independent agency.
• Active Life & Health (L&H) license.
• Proficiency in EPIC software; familiarity with other benefits platforms is a plus.
• Strong negotiation skills and the ability to build and maintain relationships with carriers and clients.
• Knowledge of OCIP, CCIP, and layered program experience is highly desirable.
• Excellent communication and interpersonal skills, with a focus on being client-facing and relationship-centric.
• A team player with a positive attitude and a commitment to long-term growth within the organization.

#LI-DR1

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a team. This role is ideal for a licensed insurance professional who thrives in a customer-focused environment. You will be the primary point of contact for our clients, providing exceptional service and support for their personal insurance needs.

Compensation Package

• Competitive salary up to $60,000 annually, commensurate with experience.
• Comprehensive benefits package, including health insurance,
• Flexible hybrid work schedule to support work-life balance.

Responsibilities

• Serve as the primary contact for personal lines insurance clients, addressing inquiries, processing payments, and resolving issues in a timely and professional manner.
• Manage the day-to-day operations of the office, ensuring a welcoming and efficient environment for walk-in clients, particularly older clientele.
• Process policy changes, renewals, and cancellations accurately and in compliance with company and regulatory guidelines.
• Provide expert guidance to clients on their personal insurance policies, including coverage options, policy terms, and claims processes.
• Maintain accurate and up-to-date client records in the system.
• Collaborate with other team members and departments to ensure seamless service delivery.

Qualifications/Requirements

• Active insurance license is required.
• Proven experience in personal lines insurance, with a strong understanding of insurance products and services.
• Exceptional customer service and communication skills, with the ability to build rapport with clients of all ages.
• Strong organizational skills and the ability to work independently, as this role will require managing the office solo.
• Proficiency in using insurance management software and standard office applications.
• High level of professionalism, reliability, and attention to detail.

#LI-JS1

Commercial Lines Account Manager

Job Summary

Seeking an experienced and dedicated Commercial Lines Account Manager to join a team. This is an exciting opportunity to work in a family-oriented environment that values work-life balance and flexibility. As a key member of our commercial lines department, you will manage a diverse portfolio of middle to large accounts, ensuring exceptional service and seamless renewal processes. If you are a detail-oriented professional with a passion for client service and a strong background in commercial insurance, we encourage you to apply.

Compensation Package

• Salary Range: $75,000 - $100,000 annually (commensurate with experience)
• Benefits: Comprehensive benefits package, including health insurance, 401(k), and paid time off (PTO)

Responsibilities

• Manage a portfolio of middle to large commercial accounts, ranging from $50,000 to $500,000 in premium size
• Oversee the renewal process, ensuring accuracy and timeliness
• Provide exceptional service to clients, addressing inquiries and resolving issues promptly
• Collaborate with support staff for certificates, claims, policy checking, and endorsement processing
• Maintain accurate and detailed records in the Sagitta software system
• Build and maintain strong relationships with clients, carriers, and team members
• Ensure compliance with company policies and industry regulations

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience:
  • Minimum of 5 years of solid commercial insurance experience (10+ years preferred)
  • Experience managing accounts from start to finish (A-Z) is highly desirable
  • Familiarity with contractors, equipment, oil & gas, distributors, manufacturers, transportation, heavy equipment, and related industries is a plus
• Technical Skills: Proficiency in Sagitta software is preferred
• Soft Skills:
  • Strong oral and written communication skills
  • Exceptional attention to detail and accuracy
  • Service-oriented mindset with a proactive approach to problem-solving
  • Team player with a positive and engaging personality
  • Ability to work efficiently and maintain organization in a fast-paced environment

#LI-EL1

Commercial Lines Inside Sales Representative

Job Summary

Seeking a motivated and results-driven Commercial Lines Inside Sales Representative to join our dynamic and innovative team. As part of our team, you will play a pivotal role in managing and converting warm inbound leads into successful sales. If you are a smart, enthusiastic, and team-oriented professional with a hunger for success, we want to hear from you!

Compensation Package

• Base Salary: $50,000 - $60,000 annually
• Commissions: Competitive commission structure based on sales performance
• Benefits:
  • 50% healthcare coverage
  • 3% Simple IRA matching (if you participate)
  • Minimum of 3 weeks PTO with flexible time off

Responsibilities

• Handle inbound calls and convert warm leads into sales opportunities.
• Focus exclusively on quoting and closing new business for small business commercial accounts.
• Work with a variety of carriers, including but not limited to Travelers, Hartford, Safeco, AmTrust, Progressive, Liberty Mutual, Cincinnati, Auto-Owners, and Western Reserve.
• Utilize EPIC and High Level software to manage client accounts and streamline processes.
• Collaborate with a team of intellectual and tech-savvy professionals in a remote, fast-paced environment.
• Act with urgency and maintain a customer-focused approach to ensure client satisfaction.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license is required.
• Experience: Minimum of 1 year of experience in a similar role is preferred, but all levels of experience will be considered.
• Tech-Savvy: Must be comfortable with AI-driven and technology-forward processes and implementations.
• Management Experience: Previous management experience is required.
• Soft Skills:
  • Smart and quick learner
  • Enthusiastic and self-motivated
  • Team player with excellent collaboration skills
  • Strong problem-solving abilities
  • Hunger for success and achieving sales goals

#LI-TR2