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Capstone Search Group

Senior Account Manager – Employee Benefits

Capstone Search Group, Dallas, Texas, United States, 75215

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About the Role The Senior Employee Benefits Account Manager opening is a fabulous opportunity to run point on a high-profile book of business. As the lead client service manager, you are involved with a significant client portfolio and take a proactive role in client development, relationship management, and service fulfillment. Expect to be involved with middle market and larger clients between 500-2,000 employees, many of which have complex self-funding arrangements.

Duties & Responsibilities

Marketing cases (fully insured and self-funded)

Daily customer service requests

Employee meetings

Monthly reporting

RFP preparation

Renewal marketing

In-person client meetings to review current programs, assist with sales presentations, and conduct open enrollments

Skills & Experience

5-7 years of progressive experience in employee benefits, preferably in a retail agency setting

Life and Health license required

Additional professional designations a huge plus (i.e. RHU, REBC, CEBS, etc.)

Compensation, Benefits, & Perks $110-125,000 + bonus + comprehensive benefits package + ability to work a hybrid schedule.

Tagged as: account manager, employee benefits, health, life, medical, middle market, self-funded

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