Senior Account Manager – Employee Benefits

Capstone Search Group; Chicago (IL); Hybrid; USD 95,000 - 110,000; Full time

Job summary

An exciting opportunity awaits a Senior Employee Benefits Account Manager at a rapidly growing insurance broker. In this pivotal role, you will lead client service management within the benefits division, engaging with a diverse portfolio of middle-market and larger clients. Your day-to-day responsibilities will encompass marketing cases, addressing customer service requests, and preparing RFPs, all while fostering relationships and ensuring client satisfaction. This dynamic position offers the flexibility of a hybrid or remote schedule, alongside a competitive salary and comprehensive benefits package. If you have a passion for employee benefits and client management, this is the perfect opportunity to advance your career.

Benefits

Comprehensive benefits package

Bonus structure

Flexible work schedule (hybrid or remote)

Qualifications

• 5-7 years of experience in employee benefits, ideally in a retail agency.
• Life and Health license is mandatory; additional designations are a plus.

Responsibilities

• Manage a significant client portfolio with proactive client development.
• Handle marketing cases, customer service requests, and monthly reporting.
• Conduct in-person client meetings and assist with sales presentations.

Skills

Employee Benefits Management

Client Relationship Management

Marketing Cases

RFP Preparation

Life and Health License

Professional Designations (RHU, REBC, CEBS)

Job description

About the Role

The Senior Employee Benefits Account Manager opening is with one of the country’s fastest growing privately held insurance brokers. As the lead client service manager in the benefits division, you are involved with a significant client portfolio and take a proactive role in client development, relationship management, and service fulfillment. Expect to be involved with middle market and larger clients between 500-2,000 employees, many of which have complex self-funding arrangements.

Duties & Responsibilities

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

1. Marketing cases (fully insured and self-funded)
2. Daily customer service requests
3. Employee meetings
4. Monthly reporting
5. RFP preparation
6. Renewal marketing
7. In-person client meetings to review current programs, assist with sales presentations and conduct open enrollments

Skills & Experience

1. 5-7 years of progressive experience in employee benefits, preferably in a retail agency setting
2. Life and Health license required
3. Additional professional designations a huge plus (i.e. RHU, REBC, CEBS, etc.)

Compensation, Benefits, & Perks

$95-110,000 + bonus + comprehensive benefits package + ability to work a hybrid or remote schedule