Employee Benefits CSR

Employee Benefits CSR

Work Location

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

Work model

• 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

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

About Tropolis
Tropolis is a leading national insurance brokerage, pioneering the integration of technology and data to drive growth, enhance employee satisfaction, and provide exceptional customer service. Our mission, "Insuring Tomorrow Together," embodies our core purpose.

• "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.

Our passion for insurance brokerage is evident in our partnerships with insurance agencies nationwide. Through these collaborations, we deliver superior products and services to a diverse clientele. By partnering with our capital providers and agency owners, Tropolis is revolutionizing retail insurance, expanding markets, increasing efficiency, and driving growth in a dynamic industry.

Position Summary
Tropolis is seeking an Employee Benefits CSR to join our Benefits team in Madison, Wisconsin. This role is designed to function similarly to a Commercial Lines CSR, but in support of our employee benefits business. The Employee CSR will play a key role in day-to-day client servicing, renewal support, carrier coordination, data and document management, and internal team execution. This person will help ensure a high-quality client experience while supporting Account Managers, Producers, and agency leadership in delivering responsive, accurate, and timely service.
The ideal candidate is detail-oriented, organized, client-focused, and comfortable managing multiple priorities in a fast paced agency environment. This role is well suited for someone who enjoys the operational side of benefits service and wants to grow within a collaborative, service driven team.

Key Responsibilities
Client service and account support

• 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

Renewal and marketing support

• 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

Carrier, vendor and internal coordination

• 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

Data, reporting and process support

• 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

Qualifications

• 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

Nice to have

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

Benefits
Tropolis aims offers a competitive and comprehensive benefits package including:

• 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

Pre-employment testing and background checks
Employment is contingent upon successful completion of any pre-employment testing required for the role and a satisfactory background check. This may include verification of licensing and credentials, employment history, and other checks consistent with applicable laws and business needs.