Licensed Employee Benefits Account Manager

Licensed Employee Benefits Insurance Account ManagerWork LocationThis position is based in Fitchburg, Wisconsin (Madison)Do not apply if you are not located in commutable distance to Madison, Wisconsin.Work modelThe role will be onsite 5 days per week during the first 90 days to support training and onboarding. Following that period, the role may transition to a hybrid schedule of 3 days per week onsite.CompensationCompensation range: $55,000 - $65,000About TropolisTropolis is a leading national insurance brokerage, pioneering the integration of technology and data to drive growth, enhance employee satisfaction, and provide exceptional customer service. Our mission, "Insuring Tomorrow Together," embodies our core purpose."Insuring" reflects our dedication to offering assurance and support as a trusted insurance brokerage."Tomorrow" highlights our innovative, forward-thinking approach, embracing change with respect and boldness."Together" represents the collaborative spirit that fuels our success, bringing together agency partners, employees, customers, insurance carriers, and the local communities we serve.Our passion for insurance brokerage is evident in our partnerships with insurance agencies nationwide. Through these collaborations, we deliver superior products and services to a diverse clientele. By partnering with our capital providers and agency owners, Tropolis is revolutionizing retail insurance, expanding markets, increasing efficiency, and driving growth in a dynamic industry. Position SummaryTropolis is seeking an Employee Benefits Analyst to join our Benefits team in Madison, Wisconsin. This role is designed to function similarly to a Commercial Lines CSR, but in support of our employee benefits business. The Employee Benefits Analyst will play a key role in day-to-day client servicing, renewal support, carrier coordination, data and document management, and internal team execution. This person will help ensure a high-quality client experience while supporting Account Managers, Producers, and agency leadership in delivering responsive, accurate, and timely service.The ideal candidate is detail-oriented, organized, client-focused, and comfortable managing multiple priorities in a fast paced agency environment. This role is well suited for someone who enjoys the operational side of benefits service and wants to grow within a collaborative, service driven team.Key ResponsibilitiesClient service and account supportSupport the Benefits team with day to day servicing needs for employee benefits clientsAssist with policy and plan changes, eligibility updates, employee enrollments, terminations, ID card requests, and other service transactionsRespond to client and carrier requests in a timely, professional, and accurate mannerPrepare client materials, spreadsheets, summaries, and supporting documentation for renewals, open enrollment, and ongoing service needsHelp ensure client records, plan information, and service activities are documented accurately and maintained in agency systemsRenewal and marketing supportAssist with renewal preparation, gathering underwriting and census information, and organizing required documentationCoordinate with carriers and vendors to obtain quotes, renewal terms, plan comparisons, and supporting materialsReview proposals and plan documents for accuracy, completeness, and consistency before client deliverySupport the team in preparing renewal presentations, employee communication materials, and implementation checklistsTrack timelines and help ensure key renewal and service milestones are completed on scheduleCarrier, vendor and internal coordinationServe as a point of contact for routine communication with carriers, vendors, and internal stakeholdersFollow up on outstanding items, service requests, and administrative issues to help keep accounts moving efficientlyPartner with Producers, Account Managers, and leadership to support account retention and overall client satisfactionEscalate complex issues, service concerns, or compliance related matters appropriatelyData, reporting and process supportMaintain organized, accurate files and documentation for all client activityAssist with audits, reporting, and data validation related to employee benefits accountsSupport internal process consistency and help identify opportunities to improve workflow, accuracy, and service deliveryContribute to the team's overall operational effectiveness through strong follow through and attention to detailQualificationsBachelor's degree preferred, or equivalent relevant experience2+ years of insurance agency, employee benefits, group health, or client service experience preferredExperience in an employee benefits support role, account coordination role, or similar service position is strongly preferredStrong organizational skills and ability to manage multiple tasks and deadlinesExcellent written and verbal communication skillsHigh level of accuracy and attention to detailExperience with agency management systems, carrier portals, and benefits administration platforms is a plusCurrent Wisconsin insurance licenseNice to haveApplied Epic experienceApplied Benefits DesignerBenefitsTropolis aims offers a competitive and comprehensive benefits package including:Health and welfare benefit plans401(k) retirement plan with company matchingFlexible personal paid time-off policyEleven paid holidays per calendar yearPaid sick time, to the extent mandated by state or local lawEquity-type incentives through the Tropolis Purpose Plan after six months of employmentPre-employment testing and background checksEmployment is contingent upon successful completion of any pre-employment testing required for the role and a satisfactory background check. This may include verification of licensing and credentials, employment history, and other checks consistent with applicable laws and business needs.