26 employee benefits client specialist jobs found

The Opportunity Are you passionate about providing exceptional client service and ensuring data accuracy? Join our team as an Employee Benefits Client Specialist and play a vital role in supporting our Employee Benefits (EB) Department! In this dynamic position, you'll collaborate closely with service and sales teams, utilizing your organizational prowess to maintain client satisfaction and data integrity. If you thrive in a fast-paced environment where your attention to detail and dedication makes a real impact, we want to hear from you!   How You Will Make an Impact Provide invaluable support to EB service and sales teams, fostering strong client relationships Execute precise data entry into our cutting-edge agency management system, ensuring accuracy and efficiency Serve as a liaison between our agency and carrier partners, gathering and organizing renewal and marketing information Offer project assistance to Client Managers, contributing to the...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Commercial P&C Insurance Underwriter—specializing in Fidelity Bond, Directors & Officers (D&O), and related management liability coverages—is responsible for evaluating, pricing, and underwriting complex risk exposures for financial institutions. Success in this role requires strong technical expertise in D&O and Errors & Omissions (E&O)...

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   Employee Benefits team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Employee Benefits Consultant to join our growing team in Milwaukee, WI . How You Will Contribute Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to team lead and clients with analysis of activity and large claim detail. Partner with team leader to lead client meetings and presentations, and onboard new clients.  Provide guidance and training to Account Managers and Analyst, Delegate tasks, training, and onboarding to specialist as appropriate Work with team to develop reporting requirements and any deviations or customizations in those reports. Participate in market meetings, client functions, industry seminars and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown has an exciting opportunity available for a Benefits Specialist for our team in Milwaukee, WI! The ideal candidate would be a motivated and detail-oriented individual capable of both interpreting data as well as interacting with clients on a time-sensitive basis.  This role offers tremendous opportunity to an individual who is equipped and eager to accept the challenges of an ambitious workload and steep learning curve.  The day-to-day responsibilities of the Benefits Specialist vary greatly; but the primary function in this position is to assist the Account Team in servicing the needs of employee benefit clients.  How You Will Contribute: Assist clients with daily service functions and frequent ad hoc requests, escalating issues as needed Create, review and edit employee benefit guides, benefit manuals...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Sr. Employee Benefits Consultant to join our growing team in Milwaukee, WI . How You Will Contribute Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to team lead and clients with analysis of activity and large claim detail. Partner with team leader to lead client meetings and presentations, and onboard new clients.  Provide guidance and training to Account Managers and Analyst, Delegate tasks, training, and onboarding to specialist as appropriate Work with team to develop reporting requirements and any deviations or customizations in those reports. Participate in market meetings, client functions, industry seminars...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Employee Benefits Account Manager to join our growing team in Milwaukee, WI . Responsible for employee benefits account management responsibilities.  This includes day to day client contact and daily service functions.  Utilizes technical expertise to retain present clients.   Responsible for marketing and renewal functions. How You Will Contribute All responsibilities that fall within the Account Specialist, and Account Coordinator.  Development and execution of client benefit strategy. Independently advises clients on all areas of compliance, recommending best practice, based on the client’s business risk factors. Intermediate level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance. Provide client...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Placement Specialist to join our growing team.  The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a fully remote position that will manage a team of Sr. Retirement Specialists covering the territory of Michigan, Wisconsin, Minnesota, and North Dakota for our Government/Public Sector clients. Living within or in direct proximity to the territory and near a major metropolitan airport is strongly preferred. This is an H.SD140 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help...

Primary Details Time Type: Full time Worker Type: Employee Claims Specialist – Crop The Opportunity: In this role you will deliver prompt and accurate claims service to policyholders and agents for both multi-peril crop insurance (MPCI) and crop hail claims by completing field inspections, communicating with involved parties, performing investigations, determining appropriate adjustments and administering insurance policies to ensure compliance with state and federal regulations.  You will partner with Field Claims Manager to ensure effective and efficient claims operations. • Location: Work Remotely in Wisconsin, USA • Work Arrangement: This role is fully remote, approximately 20% home office work and 80% field work. • The starting salary range for this role is between $64,000-$96,000 Your New Role: • Distribute and direct losses and claim tracking for defined territory or agency base to support delivery of effective customer service...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  ·...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking   Benefits Consultant   to join our growing team in   Milwaukee, WI .        The Benefits Consultant is responsible for employee benefits account management responsibilities. This includes day to day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other ad hoc reports and analysis     How You Will Contribute:     All responsibilities that fall within the Account Manager &...

Position Compensation Range: $62,000.00 - $103,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. The Genesys Cloud Services Specialist collaborates with others in the division to provide and maintain applications that meet business needs. You will assist and collaborate in analyzing high impact business requirements and problems using expert business and systems knowledge. You will report to the Senior Manager, Technology Services. In this flex office/home role, you will be expected to work a minimum of 10 days per month from Madison, WI 53783 Primary Accountabilities You will troubleshoot problems with supported applications and ensure problems are resolved to client satisfaction. You will provide alternatives for solving identified system problems. You will provide vendor system support and maintain vendor relationships. You will...

Company Details   We’re a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. Berkley Risk is focused on providing self-insured entities program administration services and insurance operations which can include taking or sharing risk using Berkley paper. This capability allows us to customize both an insurance company option and a purely administrative option for our customers. Responsibilities This position will be responsible for the investigation, evaluation, and adjustment of claims for a dedicated program handling municipal property claims in the State of Wisconsin. The position will help with the underwriting of new potential insureds on an ad hoc basis which may require the use of a drone. Interview insureds, witnesses, and others as appropriate. Inspect property damage....

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually...

We are adding a Senior Digital Cloud Architect to our team!  This is a hybrid position requiring to be In-Office 10 days per month. Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for employees to get involved, learn, network,...

We are adding a Digital Solutions Architect to our team!  This is a hybrid position requiring to be In-Office 10 days per month. Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for employees to get involved, learn, network,...

Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks. Job Duties and Responsibilities (Essential Job Functions) Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%) Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%) Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%) Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%) Remain current on industry trends and...

Purpose of Job Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks. Job Duties and Responsibilities (Essential Job Functions) Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%) Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%) Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%) Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%) Remain current on...