Hybrid Employee Benefits Account Executive: Growth&Retention

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

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