Senior Employee Benefits Account Lead — Hybrid + Bonus

Capstone Search Group; 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

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