Employee Benefits CSR

Employee Benefits CSR

• This position is based in Fitchburg, Wisconsin (Madison).
• Do not apply if you are not located in commutable distance to Madison, Wisconsin.

• The 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.

• Compensation range: $60,000 - $70,000

• “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.

• Support the Benefits team with day to day servicing needs for employee benefits clients
• Assist with policy and plan changes, eligibility updates, employee enrollments, terminations, ID card requests, and other service transactions
• Respond to client and carrier requests in a timely, professional, and accurate manner
• Prepare client materials, spreadsheets, summaries, and supporting documentation for renewals, open enrollment, and ongoing service needs
• Help ensure client records, plan information, and service activities are documented accurately and maintained in agency systems

• Assist with renewal preparation, gathering underwriting and census information, and organizing required documentation
• Coordinate with carriers and vendors to obtain quotes, renewal terms, plan comparisons, and supporting materials
• Review proposals and plan documents for accuracy, completeness, and consistency before client delivery
• Support the team in preparing renewal presentations, employee communication materials, and implementation checklists
• Track timelines and help ensure key renewal and service milestones are completed on schedule

• Serve as a point of contact for routine communication with carriers, vendors, and internal stakeholders
• Follow up on outstanding items, service requests, and administrative issues to help keep accounts moving efficiently
• Partner with Producers, Account Managers, and leadership to support account retention and overall client satisfaction
• Escalate complex issues, service concerns, or compliance related matters appropriately

• Maintain organized, accurate files and documentation for all client activity
• Assist with audits, reporting, and data validation related to employee benefits accounts
• Support internal process consistency and help identify opportunities to improve workflow, accuracy, and service delivery
• Contribute to the team’s overall operational effectiveness through strong follow through and attention to detail

• Bachelor’s degree preferred, or equivalent relevant experience
• 2+ years of insurance agency, employee benefits, group health, or client service experience preferred
• Experience in an employee benefits support role, account coordination role, or similar service position is strongly preferred
• Strong organizational skills and ability to manage multiple tasks and deadlines
• Excellent written and verbal communication skills
• High level of accuracy and attention to detail
• Experience with agency management systems, carrier portals, and benefits administration platforms is a plus

• Current Wisconsin insurance license - we will pay for your licensing and coursework
• Applied Epic experience
• Applied Benefits Designer

• Health and welfare benefit plans
• 401(k) retirement plan with company matching
• Flexible personal paid time-off policy
• Eleven paid holidays per calendar year
• Paid sick time, to the extent mandated by state or local law
• Equity-type incentives through the Tropolis Purpose Plan after six months of employment