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Benefits Account Manager – Menasha

Join Our Team!

The Account Manager serves as the agency contact for small to mid-size group benefit clients. In this position, you will build relationships with your clients and be responsible for meeting the client’s needs in a proactive, timely, effective and courteous manner.

Essential Functions and Responsibilities

  • Service clients for any support needs by handling all inquiries and maintaining service standards
  • Work with Risk Advisors in retaining renewal business by identifying policies requiring renewal attention, requesting renewal quotes, following up on delayed renewals, remarketing, negotiating prices and coverage, renewing policies, and generating proposals
  • Assist Risk Advisors in securing prospective clients by preparing materials for submission to carriers, negotiating prices and coverage, and generating proposals
  • Follow agency and department procedures for account maintenance
  • Work proficiently and timely in customer management database (CRM), to include strong documentation of any paper trails and customer interactions
  • Set follow-up activities in customer management system for appointments and any other related follow-up needed with clients and prospects
  • Be familiar with all relevant carriers and their products, including various applications, forms, and underwriting requirements for each carrier
  • Maintain efficient communication with carrier representatives
  • Keep abreast of industry trends, regulations, and products
  • Delegate applicable task work to Department Assistant to enable focus on customer service
  • Serve as a backup to other team members
  • All other duties as assigned


  • High School Diploma or equivalent required
  • 1 year of customer service experience is required
  • Experience using Microsoft Excel, Outlook, Word
  • Ability to obtain Life & Health license within 60 days of employment
  • Ability to collect data, establish facts, and draw valid conclusions
  • Ability to work independently and as a member of a team
  • Ability to delegate work to support staff
  • Ability to manage multiple tasks simultaneously and work effectively under tight deadlines
  • Excellent written and oral communication skills
  • Excellent problem resolution skills

Working Conditions

  • Must be able to remain in a stationary position 80% of the time
  • Needs to occasionally move about inside the office to access files cabinets, office equipment, etc.
  • Constantly operates a computer and other office equipment (calculator, copy machine, etc.)
  • Work takes place in a well-lighted, heated, and/or air conditioned indoor office setting with adequate ventilation


This job description reflects management’s assignment of essential functions and nothing in this herein restricts management’s rights to assign or reassign duties and responsibilities to this job at any time.