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Employee Benefits Account Executive

Capstone Search Group, Indianapolis, IN, United States


About the Role The

Employee Benefits Account Executive

is with a large insurance brokerage that has a wide geographic reach but still takes a local approach to client management. They encourage a collaborative culture. Most of their accounts are in the Midwest and travel will be required to meet with clients on-site. They require a hybrid schedule if you’re near an existing office and to work EST hours.

Duties & Responsibilities This role is designed to work on large group health and welfare accounts. Most accounts are over 100 lives with the target being 500+. Self-funded knowledge will be an important component of your job. Other responsibilities include:

Negotiate renewals

Prepare for and participate in renewal and strategy meetings

Coordinate RFPs, data analysis, spreadsheeting, utilization/financial reports, plan documents, and so on

Lead the oversight and execution of daily service issues, resolve escalated issues, compliance related matters, etc.

Skills & Experience

Minimum seven (7) years of life and health insurance industry experience providing client management & consultation to larger cases at a major medical insurance company or retail agency/broker

Senior account manager capabilities including involvement in the sales process (renewal presentations, reviews, carrier negotiations)

State insurance license

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