Employee Benefits Account Executive

Capstone Search Group; Birmingham (AL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work schedules

Collaborative culture

Job summary

Capstone Search Group seeks an Employee Benefits Account Executive to join our Birmingham team. You will lead large group health and welfare accounts, focusing on self-funded and level-funded structures while coordinating renewal discussions and strategic planning with regional leaders.

You will manage RFP processes, data analysis, and plan documentation, ensuring smooth service delivery and compliance. A collaborative culture and flexible schedules support your client-focused approach.

Qualifications

• Extensive experience with health insurance strategies including level-funding and self-funding.
• Experience with stop-loss marketing and Rx programs.
• Experience at client executive level managing service experience, plan design and enrollment.

Responsibilities

• Prepare for and participate in renewal and strategy meetings.
• Coordinate RFPs, data analysis, spreadsheeting, utilization/financial reports and plan documents.
• Lead the oversight and execution of daily service issues, resolve escalated issues and compliance matters.

Skills

Health insurance strategies

Client executive level capabilities

Job description

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. In this role you’ll work closely with the Birmingham sales team and regional service leaders. The company also offers flexible work schedules.

Duties & Responsibilities

This role is designed to work on large group health and welfare accounts. Self-funded knowledge will be an important component of your job. Other responsibilities include:

• 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

• Requires significant experience with health insurance strategies that include level-funding and self-funding, stop-loss marketing, Rx programs, etc.
• Client executive level capabilities that includes expertise managing the service experience, plan design, policy review, and enrollment/administration