Account Service Associate

Do you have an eye for detail? Do you enjoy working in a fast paced office environment? R&R Insurance Services, Inc., one of the state’s largest insurance agencies, is searching for a professional, reliable and cooperative individual to fill a position in our Waukesha office! If you’d like to become part of a family-owned agency that embraces work/life balance and fosters a collaborative team environment in a strong service oriented culture, then this job is for you! No insurance experience required!

RESPONSIBILITIES:

The main responsibility is to assist the Sales Executive and Account Team in servicing the needs of our clients, through the renewal process and throughout the year. This includes overseeing the marketing process, assisting with the renewal efforts, and with the coordination of services between the client and the insurance company.

• Create proposals for renewals and new business, use quoting systems to obtain rates
• Strong data–entry and basic administrative skills to assist with various projects as needed.
• Ability to use Form Fire for completing the medical underwriting process
• Order marketing materials from carriers, put together new hire and open enrollment kits
• Collaborate with the Sales Executive as needed; on benefit, cost, and plan design and market alternatives.
• Organize, outline and prepare in collaboration with the Sales Executive renewal and other benefits-related meeting presentations.
• Lead marketing efforts from beginning to end, including collecting necessary data/information, drafting proposal requests and preparing summary exhibits for the Sales Executive to present.
• Work with the Sales Executive and Account Managers on vendor implementations, issue resolution, performance monitoring and document finalization.
• Assist clients with annual/open enrollment planning; prepare materials, fulfill and distribute materials and present enrollment presentations to employee groups, as needed.

REQUIREMENTS:

• Associate/Bachelor’s Degree preferred (1-3 years insurance related experience preferred)
• Proficient in Outlook, Word, Excel, and Power Point

• Sound organizational skills and the ability to multi-task
• Polished oral and written communication skills
• Ability to work both independently and as part of a team
• Life & Health license preferred

WHY WORK FOR R&R?

• R&R offers careers, not “jobs” 
• Brand new facility featuring a Fitness Center and Café
• Ergonomic furniture including sit/stand desks for comfort while working
• Smart Casual dress code
• Competitive salary and paid time off benefits
• Half day off every other week
• Discounted passes to local area attractions
• Community involvement through creative fundraising events
• Opportunity to express yourself through a variety of company sponsored committees
• The culture of a small company with the benefits of a large company
• Company paid licensing and continuing education
• Family friendly work environment with a 37.5 hour work week
• 401K with company match and annual profit sharing
• Medical, Dental, Vision, Life and Flex Spending Accounts 
• Discount on personal auto and homeowners insurance

See why a career with R&R is like no other! Join the Knowledge Broker Team today!