What are the responsibilities and job description for the Employee Benefits Account Manager position at R&R Insurance and Wealth Management Career Opportunities?
What You’ll Do
As an Account Manager, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle.
Client Relationship & Service Management
- Independently manage a book of fully insured and self-funded employee benefits clients
- 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
Collaboration & Team Support
- Attend client meetings (including in-person meetings) alongside consultants as needed
- Work closely with consultants, carriers, and internal teams to ensure a seamless client experience
- Actively participate in team meetings, carrier meetings, and internal collaboration
Technical Expertise & Process Excellence
- Prepare RFPs, presentations, and other client-facing materials as needed
- 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
What We’re Looking For
Experience & Qualifications
- 3–5 years of experience working in Employee Benefits account management or a similar role
- Employee Benefits experience required, preferably within an insurance agency or brokerage environment
- Experience working with public entities is a bonus, but not required
- Active Life & Health insurance license
- Associate degree or equivalent work experience required
Skills & Attributes
- Strong client-facing communication skills, both written and verbal
- Ability to manage multiple priorities in a fast-paced environment with attention to detail
- Proficiency with Microsoft Office; experience with agency management systems is 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
Why Join Us
R&R Insurance is a place where talented service professionals build long-term careers. As a fiercely independent, family-led agency, our priorities are simple: clients first, employees always, and growth that benefits both.
Here’s what makes R&R a great place to build your future:
- 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 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.