Account Manager

Our client, a leading insurance organization in Eau Claire, is seeking a skilled and motivated Employee Benefits Account Manager. This position is ideal for professionals with a strong background in employee benefits who thrive in a collaborative, service-oriented environment. The Account Manager will work closely with a team of agents to deliver exceptional support to both individual and group clients.

• Serve as the primary contact for all day-to-day service issues and inquiries for assigned clients.
• Act as a liaison between clients and vendors/carriers to resolve issues and identify process improvement opportunities.
• Track, manage, and document open issues, keeping clients and agents informed on status and resolution.
• Coordinate marketing projects by collecting required employee and plan documentation (e.g., census data, experience data, plan design information).
• Quote, analyze, and compare health, individual, and ancillary insurance options.
• Manage renewal timelines to ensure timely execution of client decisions.
• Prepare insurance summaries, renewals, schedules, and proposals.
• Review client contracts and policies for accuracy.
• Support agents with new and renewal business presentations as needed.
• Coordinate enrollment and informational meetings between clients and carriers.
• Maintain the agency management system with up-to-date and accurate information.
• Build and maintain strong customer relationships through proactive communication.
• Educate clients on the latest industry trends, issues, and regulatory changes.

• Minimum of 3 years’ experience in employee benefits, with knowledge of the employer group insurance marketplace.
• Practical knowledge of quoting processes and tools.
• Proficient in Microsoft Office programs, especially Excel, Word, and Outlook.
• Strong analytical and critical thinking skills; able to conduct independent research.
• Excellent organizational skills with the ability to prioritize and manage a large workload.
• Exceptional verbal and written communication skills, including the ability to explain complex information clearly.
• Strong editing, proofreading, and attention to detail.
• Ability to perform basic mathematical computations.
• Capable of following established processes and procedures.
• Able to manage multiple priorities accurately, efficiently, and independently.

• Valid Wisconsin driver’s license and an acceptable driving record.
• Current Life & Health Resident Intermediary license (or ability to obtain as required by the State of Wisconsin).
• Paid Time Off (PTO)
• Health, Dental, and Vision Insurance
• Life and Disability Insurance
• Hands-on Training and Tuition Reimbursement