Employee Benefits Account Executive

Capstone Search Group; Des Moines (IA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Capstone Search Group is seeking an Employee Benefits Account Executive with a leading independent insurance broker offering a diversified portfolio of property and casualty, health and welfare, and consulting services. As the lead client service strategist, you partner with the sales team to monitor account activity and support new business and retention goals.

Hybrid schedule is available, with responsibilities including plan reviews, renewals, onboarding, reporting, compliance, and expanding

Qualifications

• Minimum five (5) years of group employee benefits experience in a similar agency client service, sales, or consulting capacity.
• State insurance license.

Responsibilities

• Conduct plan reviews and ensure clients have appropriate coverage in place for their needs
• Oversee the renewal process to include compiling information, preparing submissions, negotiating with underwriters, and preparing proposals/presentations
• Manage implementation and account onboarding
• Assist with reporting, compliance issues, claims review, and meet with clients regularly to discuss findings and issues
• Identify and pursue additional revenue opportunities through account rounding, referrals, and cross-selling

Skills

Employee benefits

Account management

Sales/consulting

Education

State insurance license

Job description

About the Role

TheEmployee Benefits Account Executive is with a topindependent insurance broker that offers adiversified portfolio of property and casualty, health and welfare, and consulting services.As the lead client service strategist, you work closely with the sales team to monitor account activity as well as support new business and retention goals.

Duties & Responsibilities

Here’s a little bit about what you can expect at your desk each day:

• Conduct plan reviews and ensure clients have appropriate coverage in place for their needs
• Oversee the renewal process to include compiling information, preparing submissions, negotiating with underwriters, and preparing proposals/presentations
• Manage implementation and account onboarding
• Assist with reporting, compliance issues, claims review, and meet with clients regularly to discuss findings and issues
• Identify and pursue additional revenue opportunities through account rounding, referrals, and cross-selling

Skills & Experience

• Minimum five (5) years of group employee benefits experience in a similar agency client service, sales, or consulting capacity
• State insurance license

Job Specs

Hybrid schedule is available.

Tagged as: account manager, administration, agency, claims, communication, compliance, customer service, employee benefits, group benefits, group health, group medical, insurance, marketing, medical, renewals