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Employee Benefits Account Manager – Madison, WI

In a rapidly changing world, our company advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

We are the perfect fit if you...

  • are seeking a progressive work environment at a rapidly growing organization

  • have a desire to help others protect their future

  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • are focused on learning and development to enhance your industry knowledge and expertise

  • are a self-starter willing to invest time and energy to learn the technical aspects of our business

  • believe in integrity and building success by developing relationships with others


This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, the responsibilities of the Account Manager will be to service and maintain existing accounts, while identifying opportunities for increasing business.

Job Duties

  • Provides professional and courteous service to clients, carrier representatives, business partners, and colleagues, resulting in a rate of account retention that meets or exceeds expectations.

  • Interfacing with Account Executives, provides a high level of support to Producers in obtaining, maintaining, and expanding business.

  • Identifies opportunities for cross-sell and up-sell products and services when appropriate for the clients’ needs.

  • Works independently as well as cooperatively and professionally with Producers and Account Executives to deliver all services to assigned clients throughout the policy cycle. This includes but is not limited to stewardship reports, risk control services, preparation of coverage outlines/proposals, claims reviews, and marketing of emergent and renewal coverage requests.

  • Actively participates with account team members in monthly “Top Account” meetings.

  • Either directly or cooperatively with colleagues, produces binders, certificates, endorsements and other policy related documents in a timely manner while verifying their accuracy.

  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact clients. Makes appropriate recommendations to clients in response to those changes, independent of manager approval.

  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.

  • Manages, organizes, and conducts client meetings when necessary.

  • Appropriately documents transactions with clients and carrier representatives, and updates broker management systems as required. Ensures the accuracy of data in those systems.

  • Supports, mentors and trains lower level colleagues, as necessary.

  • Attends industry related continuing education training and courses.


  • Requisite insurance license.

  • Four year college degree preferred, coupled with at least 2 years of applicable employee benefits experience.

  • Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.

  • Comprehend and follow instructions; maintain attention and concentration for necessary periods; carry out instructions (written, oral or diagrammatic); adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.

  • Above average written and oral communication skills.

  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

  • Ability to utilize and be proficient in broker management systems.

  • Strong organizational and time management skills.

  • Previous experience with Employee Benefits account management required.

  • Some travel to meet with clients on-site required.


$70K-$80K + Bonus

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