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Capital Services, Inc. seeks an experienced account manager to oversee day-to-day management for large-group clients (51+). You will coordinate renewals, enrollment meetings, and ongoing service support in a client-focused environment.
Ideal candidates bring 7–10 years in insurance account management, strong communication, and solid MS Office skills. Travel up to 25% is required, with a mix of in-office and remote work.
Capital Services, Inc. is a people-first consulting firm dedicated to helping organizations achieve high-impact outcomes through strategic workforce and benefits solutions. Headquartered in Maryland with multiple office locations, Capital Services serves clients across the United States, providing personalized guidance and expertise to organizations seeking to strengthen their people strategies and operational effectiveness.
Capital Services specializes in several key areas, including employee benefits consulting and custom plan design, tactical and strategic HR consulting, project-based human resources support, strategic recruiting and hiring, and executive compensation planning. Through a collaborative and client-focused approach, we help organizations attract, retain, and support the talent they need to grow and succeed.
We are committed to helping businesses build stronger workplaces by aligning people strategies with organizational goals. Through thoughtful guidance, trusted partnerships, and results-driven solutions, we support leaders in creating environments where both their organizations and their people can thrive.
Integrity – We operate with honesty, accountability, and a strong ethical foundation in every engagement.
Transparency – We believe in open communication, clear expectations, and trusted partnerships with our clients.
Strategic Foresight – We anticipate challenges and opportunities, helping organizations prepare for the future with confidence.
Responsible for the day-to-day account management for routinely/moderately complex client accounts for large group department 51+ fully insured and self-funded. Manages the assigned book of business and builds, expands, and solidifies relationships with existing clients.
Manage client processes accurately and timely: Attend at least one training/seminar/workshop per quarter.
Day to day contact for client for service needs; provide administrative support to an assigned block of clients. Manage client set-up, renewals, run open enrollment meetings and client meetings as needed.
This is a full-time position. Typical days and hours of work are Monday through Friday, 8:30 a.m. Occasional evenings or weekends may be required depending on workload and client demands.
25% travel is a requirement of this position and may involve out-of-area and overnight travel.
Bachelor's Degree or higher in Management, Business, or related field, with a minimum of 7-10 years professional working experience as an account manager or client service representative in the insurance (or a related) industry; Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook).
Must possess strong communications skills (written and verbal) with an ability to communicate directly with clients, vendors, colleagues and executive management team.
Must possess the ability to manage multiple timelines and complete tasks quickly within the constraints of timelines and budgets.