Senior Account Manager

Capital Services, Inc.; Towson (MD); On-site; USD 75,000 - 110,000; Full time

Job summary

Capital Services, Inc. seeks an experienced Account Manager to handle day-to-day client relationships across a block of large group accounts. The role focuses on service delivery, renewals, and ongoing compliance for health and welfare plans.

You will coordinate enrollment communications, review RFPs, and present market-based renewal recommendations while maintaining data accuracy and professional client engagement.

Qualifications

• Bachelor’s Degree or higher in Management, Business, or related field; 7–10 years in account management or client service within insurance or related industries.
• Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook).
• Must maintain Life/Health Producer license.

Responsibilities

• Day-to-day contact for service needs; provide administrative support to an assigned block of clients.
• Lead renewals: prepare RFPs, review proposals, prepare renewal presentations, and present recommendations.
• Resolve complex customer service problems and address claims when appropriate.
• Oversee client compliance reviews and health & welfare plan compliance.
• Coordinate employee enrollment communications and maintain data integrity across systems.
• Generate client utilization reports and manage benefit portals.

Skills

Problem solving

Analytical skills

Communication skills

Time management

Education

Bachelor’s Degree in Management/Business

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

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.

About the Role

Manage client processes accurately and timely, including RFP, Client Set-Up, and Closing Process. Complete compliance reviews accurately and timely. Communicate to clients consistently and pro-actively. Attend at least one training/seminar/workshop per quarter.

Responsibilities

• Day to day contact for client for service needs; provide administrative support to an assigned block of clients. Must have a Life and Health license.
• Manage client set-up, renewals, run open enrollment meetings and client meetings as needed.
• Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present the Capital Services recommendations.
• Resolve the most complex customer service problems directly; escape client concerns when appropriate including claims.
• Take the lead on overall compliance for the client to include annual compliance review and overall Health and Welfare plan compliance.
• Maintain data integrity and quality with any applicable software on a timely basis.
• Coordinate employee communications for enrollment.
• Establish and preserve a solid business rapport with clients and vendors.
• Educate clients on applicable legislation and market trends.
• Contract review and negotiations.
• Prepare client utilization reports for review with client.
• Manage and update client’s benefit portals.
• Generate client interest in additional lines of coverage and cross selling opportunities.
• Participate in workshops, seminars, certifications, software/hardware updates, and/or health & welfare coursework to ensure highest level of industry knowledge.
• Other duties as assigned.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand; walk; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

This is a full-time position. Typical days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. This position requires long hours and some weekend work.

Travel

Travel is a requirement of this position and may involve out-of-area and overnight travel.

Qualifications

• 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; or a combination of education and experience.
• Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook).
• Must maintain Life/Health Producer license.
• Must possess excellent problem-solving and analytical skills and be able to translate business and technical requirements into workable solutions.
• 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.
• Must possess the ability to work effectively as an individual and part of a team.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.