Account Manager

Overview

Employee Benefits Account Manager – R&R Wealth Management, LLC. This role manages day‑to‑day service responsibilities for employee benefits clients, acting as a dependable partner throughout the client service cycle.

• 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.
• 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.

• Minimum of two (2) years of experience in employee benefits account management or a 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.

• 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.