What are the responsibilities and job description for the Benefits Account Manager - West Bend, WI position at Richards Benefits & Financial Services, LLC?
Richards Insurance is a locally owned and operated independent insurance agency. We have partnerships with top insurance companies and pride ourselves on customer service. As a local business owner, we take care of our employees as well as the clients we serve. The agency is always interested in connecting with hard-working and caring individuals. Current openings are listed below.
Careers Contact
Mallory Cornell, Operations Manager
mcornell@richardsinsurance.com
Current Opportunities
Open Positions
West Bend, WI | Hourly | Full-Time | In-Office
Richards Insurance, a locally-owned independent insurance agency serving Wisconsin, is seeking a Benefits Account Manager to join our West Bend office. This is a client-facing support role for our Group Benefits producer, ideal for someone who is organized, personable, and passionate about helping employers and their employees navigate health insurance with confidence.
About The Role
As a Benefits Account Manager, you’ll serve as the primary point of contact for our group benefits clients, working closely alongside our Group Benefits producer to deliver outstanding service from enrollment through renewal. This is a support role, so no cold-calling or sales quotas - but there’s real opportunity to grow into cross-selling additional products for the right person.
What You’ll Do
Front Desk Receptionist / Insurance Administrative Assistant
Oshkosh, WI | Full-Time | In-Office
About The Role
Richards Insurance is looking for a polished, personable, and highly organized Insurance Administrative Assistant to be the welcoming face of our agency and develop a career in the insurance industry. This role is central to the day-to-day flow of our office and goes beyond traditional reception duties - the right candidate will also pitch in on personal and commercial lines administrative tasks and provide support for our Medicare and Benefits agent.
The position is an in-office only role and the candidate must be available to work in our Oshkosh location from 7:30/8:00am - 4:30pm, Monday through Friday.
What You’ll Do
Personal Lines Account Manager/Account Executive
Beaver Dam, WI | Hourly | Full-Time | In-Office
Richards Insurance, a locally-owned independent insurance agency serving Wisconsin, is seeking a Personal Lines Account Manager/Account Executive to join our Beaver Dam office. This is a client-facing role, ideal for someone who is organized, personable, and passionate about helping individuals navigate their personal insurance needs.
About The Role
As a member of our team, you’ll serve as the primary point of contact for our Personal Lines clients, working closely alongside our other team members to deliver outstanding service to our valued clients. This is a support role, so no cold-calling or sales quotas - but there’s real opportunity to grow with new business and also help cross-sell across our multiple lines of insurance.
What You’ll Do
Careers Contact
Mallory Cornell, Operations Manager
mcornell@richardsinsurance.com
Current Opportunities
Open Positions
- Benefits Account Manager - West Bend, WI
- Front Desk Receptionist / Insurance Administrative Assistant - Oshkosh, WI
- Personal Lines Account Manager/Account Executive - Beaver Dam, WI
West Bend, WI | Hourly | Full-Time | In-Office
Richards Insurance, a locally-owned independent insurance agency serving Wisconsin, is seeking a Benefits Account Manager to join our West Bend office. This is a client-facing support role for our Group Benefits producer, ideal for someone who is organized, personable, and passionate about helping employers and their employees navigate health insurance with confidence.
About The Role
As a Benefits Account Manager, you’ll serve as the primary point of contact for our group benefits clients, working closely alongside our Group Benefits producer to deliver outstanding service from enrollment through renewal. This is a support role, so no cold-calling or sales quotas - but there’s real opportunity to grow into cross-selling additional products for the right person.
What You’ll Do
- Serve as the primary point of contact for assigned group benefits clients, answering questions and resolving issues promptly
- Manage new employee onboarding into health plans, including enrollment support and answering benefits questions
- Meet in person with clients periodically to review plans, deliver renewals, and strengthen relationships
- Prepare and deliver marketing materials and plan documents to groups
- Coordinate with carriers on enrollment and changes, as needed
- Support renewal processes, including gathering census data and preparing materials for review
- Identify opportunities to introduce clients to additional products, such as life insurance, and connect them with the appropriate producer
- Experience in health insurance or employee benefits strongly preferred
- Excellent communication and interpersonal skills - you’re comfortable being the face of the agency for our clients
- Strong organizational skills and attention to detail, especially with plan documents and deadlines
- Comfortable working in-office and occasionally traveling locally to meet with clients
- A team-first attitude and willingness to jump in wherever needed
- Life & Health insurance license preferred, or willingness to obtain one
Front Desk Receptionist / Insurance Administrative Assistant
Oshkosh, WI | Full-Time | In-Office
About The Role
Richards Insurance is looking for a polished, personable, and highly organized Insurance Administrative Assistant to be the welcoming face of our agency and develop a career in the insurance industry. This role is central to the day-to-day flow of our office and goes beyond traditional reception duties - the right candidate will also pitch in on personal and commercial lines administrative tasks and provide support for our Medicare and Benefits agent.
The position is an in-office only role and the candidate must be available to work in our Oshkosh location from 7:30/8:00am - 4:30pm, Monday through Friday.
What You’ll Do
- Serve as the first point of contact for clients, vendors, and visitors, setting the tone for the Richards Insurance experience
- Warmly greet walk-in clients and manage a busy multi-line phone system
- Assist with policy quoting, updating client information, and issuing policies and/or certificates
- Support personal and commercial lines teams with administrative tasks
- Process policy change requests, pull certificates of insurance, and update client records in the agency management system
- Scan and file documents and assist with projects as they arise
- Adapt to shifting priorities in a dynamic agency environment with a smile rather than a sigh
- At least 2-3 years of experience working in a professional office setting
- Comfort managing competing priorities
- Clear, professional communication by phone, in person, and in writing
- A genuine enjoyment of helping people
- Experience in an insurance agency or financial services environment is a strong plus
- Property & Casualty (P&C) Insurance license is a plus; if not currently licensed, the candidate must obtain one within the first 90 days of employment. Richards Insurance will support the candidate in this process, and it is considered a condition of continued employment.
- Pride in keeping things running smoothly, initiative on tasks without being asked twice, honesty, and treating every client and coworker with professionalism and warmth
Personal Lines Account Manager/Account Executive
Beaver Dam, WI | Hourly | Full-Time | In-Office
Richards Insurance, a locally-owned independent insurance agency serving Wisconsin, is seeking a Personal Lines Account Manager/Account Executive to join our Beaver Dam office. This is a client-facing role, ideal for someone who is organized, personable, and passionate about helping individuals navigate their personal insurance needs.
About The Role
As a member of our team, you’ll serve as the primary point of contact for our Personal Lines clients, working closely alongside our other team members to deliver outstanding service to our valued clients. This is a support role, so no cold-calling or sales quotas - but there’s real opportunity to grow with new business and also help cross-sell across our multiple lines of insurance.
What You’ll Do
- Serve as the primary point of contact for clients, handling policy changes, billing questions, and general inquiries
- Process requests and documentation accurately and in a timely manner
- Communicate with insurance carriers regarding coverage and policy updates
- Maintain thorough and organized client files within the agency management system
- Develop and retain business through proactive service and relationship management
- Ensure compliance with agency procedures and industry regulations
- Contribute to a positive team environment and support agency growth initiatives
- Personal Lines insurance experience in a customer service or account management role preferred
- Property & Casualty Insurance license preferred, or willingness to obtain within 90 days of hire
- Knowledge of insurance products, coverages, and underwriting guidelines
- Excellent communication, problem-solving, and organizational skills
- Proficiency with agency management systems, such as Applied Epic, AMS360, or similar, and Microsoft Office Suite
- Ability to work both independently and collaboratively in a fast-paced environment