Benefits Account Manager (Insurance)

Location: On-site at 16805 W Cleveland Ave, New Berlin, Wisconsin, United States.

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related solutions across more than 20 countries.

What you will do

• Manage team operations, client coordination, and customer service delivery, including workload review, prioritization, coaching, and support for Account Associates.
• Serve as the day-to-day customer contact, troubleshoot issues, and help clients make informed decisions.
• Manage new business, renewals, client changes, pre-renewal information, renewal marketing plans, proposals, and client deliverables.
• Review quotes against supporting documents and negotiate additional coverage or pricing with underwriters.
• Complete renewal binding processes and checklists accurately and ensure all renewal activities are documented.
• Identify service trends, implement process improvements, support client retention, and minimize errors and E&O exposure through accurate file documentation.

Requirements

• Current Health and Life Insurance License for the state where the agency office is located.
• Experience with self-funded plans.
• At least 3 years of experience in the insurance industry or related business experience.
• High school diploma required; college preferred.
• Bachelor’s degree in Business or a related field, or equivalent relevant experience.
• Strong computer skills and working knowledge of Word, PowerPoint, and Excel.
• Excellent people, verbal, and written communication skills; ability to work effectively in a team environment.
• Strong organizational skills and attention to detail.
• Ability to work toward a professional designation.

Culture & Benefits

• On-site presence is expected to support collaboration, team leadership, and cross-functional partnership.
• Medical, dental, vision, life, disability, fertility, wellness, and paid sick-time benefits.
• Paid time off, holidays, an Employee Assistance Program, and a Calm app subscription.
• Immediate 401(k) vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal-plan and pet-insurance options.
• Benefits eligibility and waiting periods may vary by offering, subsidiary entity, and geographic location.

Hiring process

• Final candidates must complete post-offer verification processes in accordance with applicable laws.
• Reasonable accommodation may be requested during the application process.