Employee Benefits Account Manager

What Youll Do

As an Account Manager, youll 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&Rs agency management systems.
• Create and maintain tracking tools to meet deadlines and service expectations.
• Stay current on industry trends, products, and regulatory changes.

What Were 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.

Heres 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 youre 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, wed love to talk.