What Are You Looking For?

At The Benefit Companies Inc., we are committed to investing in people and helping them with their career goals. Our employees enjoy a positive and forward-thinking environment, a great benefits package and ample room for growth and development. Join us today and become a member of our team! See below for our open positions.

The Benefit Companies has a lot to offer.

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Progressive & Growing Company

  • Companies are directed and created toward the needs of the economy
  • Our companies work as one to provide answers and solutions for a broad base of clients

Performance Based Competitive Salary

  • Added compensation for cross selling
  • Referral bonuses
  • Line of coverage commissions

Extensive Tools & Resources

  • Continuing education
  • Latest technology with in-house IT department
  • Broad knowledge base between co-workers

Rich Benefit Package

  • Medical, dental and vision insurance
  • Generous 401(k) match
  • HRA & HSA plans
  • Voluntary benefits
  • Life insurance and business travel insurance

Career Pathing

  • Exciting opportunities for recent and upcoming college graduates that are looking for entry level experience to launch their career
  • High caliber individuals develop real-world skills to become exemplary service professionals
  • Various challenging, long-term assignments to meet career goals
  • Career mentoring to help establish professional goals, create plans, execute assignments, and make important career decisions

 

Our Commitment to Wellness

The Benefit Companies wellness commitmentAt The Benefit Companies, we feel the harmony between work and home life is very important. We are truly committed to promoting happy, balanced employees and our wellness committee ensures we stay on top of our game. We encourage a healthy work culture through several outlets:

  • Yoga
  • Zumba
  • Chair Massages
  • CPR & Other Trainings
  • Fresh Fruit
  • Various Company Events

The Benefit Companies charitable contributions

Our Commitment to the Community

Our surrounding community is very important to us and we enjoy putting in the time to make it great! We extend our time and resources to several local charities and are also committed to helping those less fortunate.

Employment Opportunities

  • Market Analyst - Brookfield, WI 53045

    Job Description

    Apply With Indeed

    Job Responsibilities:

    • Creates and edits census information in preparation for requests for a quotation by requesting a prior bill, gathering information from files, other areas in the company, or calling the client.
    • Gathers accurate information regarding plan design, renewal date, experience information, etc.
    • Compiles available experience information, for 50+ life groups, in order to obtain accurate quotations where needed.
    • Sends information to all available markets.
    • Accurately inputs all quotations into proposal format ensuring all outstanding carriers have been contacted, benefit description information is inserted, and once approved, binds information into the proposal forms.
    • When handling renewals, gathers all renewal data (including percent change, loss ration, trends, census changes, etc.), completes the renewal sheet, completes the renewal letter, and starts the out to market process.
    • Maintains all necessary files.
    • Responsible for all projects and mailings as assigned.
    • Handles claims and billing issues when necessary.
    • Assists in covering for team members who are out of the office.

    Job Requirements:

    • An active Wisconsin Health and Life Insurance License preferred, but not necessary
    • Strong math skills
    • Strong skills in Microsoft Excel, with proficiency in building spreadsheets utilizing formulas
    • Proactive and excellent follow up skills
    • Detailed and organized
    • Positive attitude
    • Customer Service experience
    • Relationship driven
    • Professional
  • Client Relationship Manager 401(k) - Brookfield, WI 53045

    Job Description

    Apply With Indeed

    The Benefit Companies is currently seeking a passionate, ambitious individual to join our team as a Client Relationship Manager 401(k) for corporate retirement plans. As a Client Relationship Manager 401(k), you can expect to learn about the industry, acquire new skills and help clients have a stress free retirement by creating a customized plan that best fits their needs.

    Why join our team? At The Benefit Companies you’ll have the opportunity to work alongside a team of close-knit, experienced professionals as well as enjoy an excellent benefits package, a 401(k) plan with employer match, and quality career education and training. We also offer other perks including office exercise bikes, company cars, paid time off and holidays, and more. Interested individuals should have prior experience with customer service and retirement plans.

    Job Responsibilities:

    • Appropriately handle client retirement plan questions and enrollments.
    • Maintain the Company Customer Relationship Manager Software with client discussions.
    • Deliver annual plan reviews and document the notes from the meetings.
    • Act as a liaison between our BeneTrak administration team and the client.
    • Assist with the implementation of new retirement plan clients.
    • Maintain knowledge of retirement plan compliance and regulations.
    • Providing outstanding customer service

    Job Requirements:

    • Bachelor’s Degree in Accounting or finance; or two to three years of related experience.
    • Experience with 401k plan administration.
    • Series 6 licensed preferred; if not currently licensed, will be expected to become Series 6 licensed within six months of hire
    • Strong attention to detail.
    • Ability to multi-task and switch tasks quickly with the ability to maintain accuracy.
    • Proficiency in Microsoft Office products, specifically Excel, Word, and Outlook.
    • Excellent oral and written communication.
    • Problem solving ability
  • Financial Advisor Specialist - Brookfield, WI 53045

    Job Description

    Apply Below

    Job Responsibilities:

    • Oversee and support staff in pre-client-meeting preparation and post-client-meeting processing work
    • Attend client meetings; take, assemble and transcribe notes relative to action items, tasks and decisions made during appointments.
    • Assist with signature collection from clients, copying of documents or other tasks required during client meetings
    • Monitor and follow up with all action items from client meetings with staff, reps, or clients
    • Schedule client appointments according to work or Advisory Report mailings calendar, confirm and start appointment preparation for each client appointment set
    • Assist Operations Manager where needed and have a strong desire to learn the operations aspects of the organization
    • Provide administrative support such as scanning documents, maintaining client files, managing calendar appointments, answering telephone calls and email correspondents
    • Respond to Client inquires with highest level of client service in a timely manner
    • Assist with workshops, seminars, and educational events
    • Be able to maintain a full-time work schedule

    Job Requirements:

    • Bachelor’s degree or work experience equivalent
    • Series 6 licensed preferred; if not currently licensed, will be expected to become Series 6 licensed within six months of hire
    • Insurance Certification preferred or a strong desire to obtain Insurance Certification
    • Excellent written and verbal communications skills; strong typing and note taking skills, including being able to transcribe client meeting notes efficiently and accurately
    • Superior customer service skills
    • Advanced level computer skills; strong knowledge of Microsoft Office Suite preferred
    • Exceptional organizational skills; ability to multi-task in dynamic environment
    • Comfort with being a team playing and eager to provide support when needed
    • Able to manage and get along with diverse personalities
    • Maintain a professional appearance and demeanor
    • Successful sales experience a plus
  • Human Capital Management System Configuration and Support Specialist - Brookfield, WI 53045

    Job Description

    Apply Below

    Are you interested in becoming a subject matter in Human Capital Management Systems? Join our team
    as a Human Capital Management System Configuration and Support Specialist. As a System
    Configuration and Support Specialist, you will work both in a team setting and individually. You can
    specialize in Time Labor Management (TLM) and/or Human Resources (HR) Modules. Become a Time
    Labor Management pro and master all things to do with tracking time, timesheet rules, paid time off
    accrual rules and more! Or become an HR Module pro and master all things that have to do with
    electronic onboarding, electronic open enrollment, performance review processes and more!
    As our business grows we are looking for someone who is eager to learn and enjoys the combination of
    HR and technology. You will be fully trained and immersed into the HCM system in which you will
    configure TLM or HR applications alongside your team. Having a background and interest in technology
    along with Human Resources is ideal.

    Job Responsibilities:

    • Complete various forms of training on the HR and/or TLM module
    • Work with clients to understand all of their HR and/or TLM system administration needs
    • Configure HR and/or TLM modules with the HR and/or TLM Configuration team
    • Work with clients and internal staff to gather necessary documentation
    • Assist in the coordination of training sessions with supervisors, and employees
    • Manage support calls and e-mails from clients
    • Assist sales staff by providing system demonstrations (demos)

    Job Requirements:

    • Experience with Human Capital Management (HCM) or Human Resources Information
    • Systems (HRIS)
    • Experience with implementation of software systems or programming is ideal
    • Ability to handle problems in a quick and effective manner
    • Basic troubleshooting skills in networking and Operating Systems
    • Strong ability to adapt to new technology
    • Excellent people skills including customer service, speaking and listening
    • Excellent written and verbal communication skill
    • Able to quickly adapt to changing priorities
    • Ability to multitask and learn quickly in a fast paced environment
    • Work collaboratively as part of a team
  • Payroll Processor - Brookfield, WI 53045

    Job Description

    Apply Below

    Job Responsibilities:

    • Determines the best method for the accurate and timely conversion of client data
    • Oversees accurate, timely and successful installation and conversion of payroll product solutions through entire implementation cycle
    • Review and process payrolls for numerous clients according to their payroll schedule
    • Prepare, create, and export reports/documents in Excel and Word
    • Review wages computed and correct errors to ensure accuracy of payroll
    • Prepare and issue paychecks
    • Assist with other administrative tasks in the department

    Job Requirements:

    • Bachelor’s degree in a related field; or 5+ years of payroll related experience
    • Strong math and computer skills including advanced knowledge in Excel
    • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
    • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
    • Detailed and organized
    • Strong interpersonal and communication skills
    • Positive and self motivated
    • Works well individually and/or with a team