Client Renewal Advisor - Employee Benefits
5G Benefits Insurance · Fond Du Lac, Wisconsin, United States
FULL TIMEpermanent
Job Description
Join the 5G Benefits & InterceptCare® Team!5G Benefits & InterceptCare®is a fast-growing, family-owned insurance agency with offices in Fond du Lac, Oshkosh, and Green Bay, Wisconsin. We pride ourselves on building lasting relationships and providing personalized service to help our clients navigate the ever-changing employee benefits landscape.
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
We’re looking for a Client Renewal Advisor (CRA) to join our growing team! In this role, you’ll serve as a trusted advisor and primary point of contact for an assigned book of business, helping clients navigate renewals, resolve benefits-related challenges, and make informed decisions about their employee benefits programs.
If you enjoy building relationships, solving problems, and helping businesses take care of their employees, we’d love to hear from you!
Our ideal candidate will be located within a 45-mile radius of Fond du Lac/Oshkosh as there will be some travel required to/from clients in the area.
What You’ll Do:Own a Dedicated Book of Business: Take ownership of an assigned portfolio of clients following the initial sale and handoff from the Sales Team.Lead the Client Relationship: Build and maintain strong, long-term relationships with client contacts through regular communication, proactive outreach, scheduled meetings, and responsive service. This is a highly client-facing role that requires confidence and professionalism in working directly with business owners, HR teams, and other client decision-makers.Manage the Client Handoff: Partner with the Sales Team to ensure a smooth transition from the sales and onboarding process into ongoing account management. Develop an understanding of each client's business, employee benefits needs, existing plans, and service expectations.Drive Client Retention: Proactively engage with clients throughout the year to assess satisfaction, address concerns, identify evolving needs, and strengthen relationships to support long-term retention.Own the Renewal Process: Lead and coordinate the pre-renewal and renewal process for your assigned book of business, including gathering information, reviewing options, preparing recommendations, and presenting renewal strategies to clients.Serve as a Trusted Advisor: Help clients understand their employee benefits options and make informed decisions regarding plan design, coverage, costs, and employee needs.Coordinate Client Meetings and Presentations: Schedule and lead client meetings, renewal presentations, and employee enrollment meetings, both in person and virtually as needed.Resolve Client Issues: Assist the Account Manager with escalated service needs, including benefits administration questions, claims, billing, eligibility, and escalated concerns. Coordinate with carriers and internal team members to achieve timely resolutions.Coordinate Plan Implementation and Enrollment: Oversee enrollment activities, employee communications, case submissions, plan implementation, and follow-up to ensure a smooth client experience.
What We’re Looking For:Ideally, someone who has experience working with larger groupsSelf funded experience is highly desirablePreferably, 3+ years of experience in a client-facing role (Would consider someone with multiple years of Account Management as well that is looking to be more client-facing!)Must have at least 5 years of experience in Employee BenefitsCurrent Life and Health insurance license is requiredStrong communication, organization, and problem-solving skills.A client-first mindset with a passion for building relationships and delivering exceptional service.
What We Offer:Incentive bonus opportunitiesHybrid work schedule with flexibility to work from home or the office401(k) with a 4% dollar-for-dollar company matchHealth insuranceDental and vision coverageEmployer-paid short-term disability, long-term disability, and life insurance
Why 5G Benefits & InterceptCare?You’ll be part of a growing, family-owned agency that values teamwork, strong relationships, and exceptional client service. We offer the opportunity to make a meaningful impact on our clients while growing your career with a supportive team.
Interested in joining us? We’d love to connect! xzbcwsv
Email for additional information or to express interest.
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
We’re looking for a Client Renewal Advisor (CRA) to join our growing team! In this role, you’ll serve as a trusted advisor and primary point of contact for an assigned book of business, helping clients navigate renewals, resolve benefits-related challenges, and make informed decisions about their employee benefits programs.
If you enjoy building relationships, solving problems, and helping businesses take care of their employees, we’d love to hear from you!
Our ideal candidate will be located within a 45-mile radius of Fond du Lac/Oshkosh as there will be some travel required to/from clients in the area.
What You’ll Do:Own a Dedicated Book of Business: Take ownership of an assigned portfolio of clients following the initial sale and handoff from the Sales Team.Lead the Client Relationship: Build and maintain strong, long-term relationships with client contacts through regular communication, proactive outreach, scheduled meetings, and responsive service. This is a highly client-facing role that requires confidence and professionalism in working directly with business owners, HR teams, and other client decision-makers.Manage the Client Handoff: Partner with the Sales Team to ensure a smooth transition from the sales and onboarding process into ongoing account management. Develop an understanding of each client's business, employee benefits needs, existing plans, and service expectations.Drive Client Retention: Proactively engage with clients throughout the year to assess satisfaction, address concerns, identify evolving needs, and strengthen relationships to support long-term retention.Own the Renewal Process: Lead and coordinate the pre-renewal and renewal process for your assigned book of business, including gathering information, reviewing options, preparing recommendations, and presenting renewal strategies to clients.Serve as a Trusted Advisor: Help clients understand their employee benefits options and make informed decisions regarding plan design, coverage, costs, and employee needs.Coordinate Client Meetings and Presentations: Schedule and lead client meetings, renewal presentations, and employee enrollment meetings, both in person and virtually as needed.Resolve Client Issues: Assist the Account Manager with escalated service needs, including benefits administration questions, claims, billing, eligibility, and escalated concerns. Coordinate with carriers and internal team members to achieve timely resolutions.Coordinate Plan Implementation and Enrollment: Oversee enrollment activities, employee communications, case submissions, plan implementation, and follow-up to ensure a smooth client experience.
What We’re Looking For:Ideally, someone who has experience working with larger groupsSelf funded experience is highly desirablePreferably, 3+ years of experience in a client-facing role (Would consider someone with multiple years of Account Management as well that is looking to be more client-facing!)Must have at least 5 years of experience in Employee BenefitsCurrent Life and Health insurance license is requiredStrong communication, organization, and problem-solving skills.A client-first mindset with a passion for building relationships and delivering exceptional service.
What We Offer:Incentive bonus opportunitiesHybrid work schedule with flexibility to work from home or the office401(k) with a 4% dollar-for-dollar company matchHealth insuranceDental and vision coverageEmployer-paid short-term disability, long-term disability, and life insurance
Why 5G Benefits & InterceptCare?You’ll be part of a growing, family-owned agency that values teamwork, strong relationships, and exceptional client service. We offer the opportunity to make a meaningful impact on our clients while growing your career with a supportive team.
Interested in joining us? We’d love to connect! xzbcwsv
Email for additional information or to express interest.
Details
| Company | 5G Benefits Insurance |
| Location | Fond Du Lac, Wisconsin, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |