Senior Account Manager – Employee Benefits

4 weeks ago


Little Topar, Australia Capstone Search Group Full time

About the Role

The SeniorEmployee Benefits Account Manager opening is with a well respected retail insurance agency in the Midwest. 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:

- 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

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

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

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