Employee Benefits Account Manager

Capstone Search Group

Atlanta (GA)

Hybrid

USD 60,000 - 80,000

Full time

14 days+
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Job summary

A leading insurance brokerage in Atlanta is seeking an Employee Benefits Account Manager. In this full-time role, you will guide clients through their employee benefits needs, engaging in strategic discussions about insurance programs. The ideal candidate has three years of client service experience and the ability to manage various service initiatives. A hybrid work schedule is available.

Qualifications

  • At least three (3) years of experience in a client service role with account management processes.
  • Proficient in handling various service initiatives including communication and spreadsheets.

Responsibilities

  • Engage in strategic conversations with clients about insurance programs.
  • Assist with service issues alongside Account Associates.
  • Coordinate service delivery in partnership with various teams.

Skills

Client service experience
Benefit guides handling
Implementation skills
Focus on health and welfare disciplines
RFP experience

Job description

Direct message the job poster from Capstone Search Group

Guiding clients through the ever-changing world of employee benefits, as Employee Benefits Account Manager you’ll join a premier Atlanta insurance broker in an important service role. Building additional capacity into their team, they need your expertise to:

  • Have strategic conversations with clients (typically in the 50-300 lives range) about new ideas for their insurance programs, both throughout the year and in preparation for renewal
  • Assist with service issues as they arise in tandem with Account Associates
  • Partner with producers to strengthen stewardship in new client meetings and for existing clients
  • Coordinate service delivery in partnership with wellness, HR, compliance, marketing, and claims
  • Take responsibility for available technology platforms for integration, enrollments, and communication

Skills & Experience

  • At least three (3) years of experience in a similar client service role with experience in multiple health and welfare disciplines & account management processes
  • Ability to handle a variety of service initiatives like benefit guides, communication, implementation, RFPs, and spreadsheets

Job Specs

Location: Atlanta, GA with hybrid schedule available.

Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Customer Service and Administrative
  • Industries: Staffing and Recruiting, Insurance, and Insurance Agencies and Brokerages

For more information about this role, please contact Capstone Search Group.

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