Senior Account Manager – Employee Benefits

Capstone Search Group, Inc.; Dallas (TX); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Capstone Search Group in Dallas is seeking a Senior Employee Benefits Account Manager to run point on a high-profile book of business. You’ll lead client service, relationship management, and service fulfillment for middle-market and larger employers with self-funded plans, guiding renewals and sales support.

In this hybrid role, you’ll handle marketing cases, daily service requests, meetings, monthly reporting, and RFPs while collaborating with carriers and internal teams to deliver

Qualifications

• 5-7 years of progressive experience in employee benefits.
• Life and Health license required.
• Additional professional designations (e.g. RHU, REBC, CEBS) appreciated.

Responsibilities

• Marketing cases (insured and self-funded).
• Daily customer service requests.
• Employee meetings and open enrollments.
• Monthly reporting and renewal marketing.
• RFP preparation and sales presentation support.
• In-person client meetings to review programs.

Skills

Experience in employee benefits

Life and Health license

Professional designations

Job description

About the Role

TheSeniorEmployee Benefits Account Manager opening is a fabulous opportunity to run point on a high-profile book of business. As the lead client service manager, 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:

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

Skills & Experience

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

Compensation, Benefits, & Perks

$110-125,000 + bonus + comprehensive benefits package + ability to work a hybrid schedule.

Tagged as: account manager, employee benefits, health, life, medical, middle market, self-funded