Account Manager - Brookfield, WI Office

Position Summary:

Under the supervision of the Manager of FBC Client Management, this position provides quality and timely service to assigned Full Benefits Consulting (FBC) clients.

This position will require attainment of Life & Health insurance license within 60 days of start for each of the states in which they are assigned.

Primary Responsibilities:

• In coordination with the Benefits Consultant:,
  • Provide face to face and virtual customer service to our FBC clients,
  • Assist with strategic planning, annual review, and renewal process,
  • Attend/support employee meetings and open enrollment as outlined in the FBC Service Model or as needed, Implement and maintain FBC service model,
  • Attend (and at times, lead) insurance committee meetings, if applicable,
  • Assist in implementing Benefit Administration Systems or NIS Enroll if applicable,
  • Implement and support benefit enhancements or other solutions (price transparency tools, virtual platforms, behavioral health, Rx solutions, etc.), if applicable,
  • Provide customer service to all lines of business for FBC groups (In certain instances, at National Insurance Services discretion, the servicing of the Life and Disability will continue to be performed by the Account Rep.),
  • Perform annual Best Practices calls for life and LTD
• Assist Inside Service Rep (ISR) on escalated member claim issues.
• Field policy related questions from group/employees. If needed, follow up with carrier/Consultant/Zywave/AP compliance to answer.
• Renewal Group Set-Up – Work with carrier to obtain plan documents, rate info and other items needed to set up group in system.
• Document Creation/Assistance – Work with NIS Office Services to facilitate creation of Benefit Guides, Renewal Summaries, Open Enrollment presentations, and other items groups may request to administer plan and open enrollments.
• Document material client/prospect interactions in CRM

Minimum Requirements:

• Bachelor’s degree or equivalent experience in the group insurance industry.
• Three years’ experience in a customer service environment or any combination of education and/or experience, which would provide an equivalent background.
• Experience in servicing group medical insurance plans.
• Ability to travel 50% of the time and accommodation of overnight stays sometimes multiple times per month.
• Must have a valid driver’s license and clean driving record.
• Excellent organizational skills.
• Possess the ability to read and understand insurance contract language.
Analytical ability is required in order to identify problems, offer proposed solutions and implement the agreed upon solution.
• Must have a high level of interpersonal skills, and the ability to demonstrate poise, tact and diplomacy.
• Must have knowledge of a variety of software applications in word processing, spreadsheets and database management.
• Work requires continual attention to detail in composing, typing, and proofing materials.
• Incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek supervisory assistance as appropriate.
• Ability to work independently and within a team environment.
• Consistent daily attendance and the ability to work overtime occasionally at last minute.

Normal Working Hours and Days:

Monday through Friday; 8:00 a.m. to 5:00 p.m. (or as mutually agreed to by the parties); 1 hour lunch; overtime as required. This is a salaried position.

Physical Requirements:

• Ability to travel by car, plane or other common means of transportation.
• Position is primarily sedentary in nature with relatively equal amounts of sitting, standing, and walking.
• Infrequent light physical effort may be required.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities and skills required of personnel so classified.

National Insurance Services of Wisconsin, Inc. is an Equal Opportunity Employer.

There are two ways to apply for a position with NIS, by email or mail.

• Email: Please send an email to Human Resources with your resume and cover letter as attachments (.doc, .docx, or .pdf preferred). In the subject line of your email, please list the job title you are applying for.
• Mail: You can submit your resume and cover letter through regular mail to our corporate office address: ATTN: Human Resources National Insurance Services, 300 North Corporate Drive, Suite 300, Brookfield, WI 53045