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Account Manager (Employee Benefits/Individual)

MKE Benefits, LLC
Milwaukee, WI Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/6/2025

About MKE Benefits :

MKE Benefits is a leading provider dedicated to assisting individuals and smaller groups in addressing their insurance needs, specializing in health, life, Medicare, and related products. Headquartered in downtown Milwaukee, we have a focused presence in the Wisconsin market. Our office operates with a collaborative team mentality, where each member takes pride in their achievements and supports their colleagues.

Job Description :

The ideal candidate for the MKE Individual Account Manager position will excel in identifying the needs of both new and current customers. This role involves implementing client policies by fostering effective communication with clients and collaborating with internal team members to understand and address any customer issues.

The ideal candidate for the MKE Benefits Account Manager position will excel in identifying the needs of both new and current customers. They will play a crucial role in implementing client benefit packages by fostering effective communication with clients and collaborating with internal team members to understand and address any issues customers may encounter.

Responsibilities :

  • Create and maintain strong relationships with customers to better understand and fulfill their needs.
  • Assist in drafting new and renewing current benefits.
  • Address claims, billing, and plan design questions promptly and effectively.
  • Research and verify Plan Enrollment Status.
  • Quote benefit packages to provide accurate information.

Qualifications :

  • Previous experience in account management / customer service.
  • Articulate and comfortable in a client-facing role.
  • Proficient in Microsoft Office, especially Excel and Word.
  • Willingness and ability to learn new computer software / programs.
  • WI Life and Health License or the commitment to obtain it within 3 months.
  • Ability to learn quickly, adapt to changes, take initiative, and work independently.
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