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Account Manager

2 months ago

Virginia Beach, United States Capstone Search Group Full time

About the Role

Join this regional insurance brokerage to help deliver on their promise of personalized service. As an Employee Benefits Account Manager you’ll put the client’s needs first by engaging directly with them and with company underwriters on health plan benefits management, network selection, claims, and vendor management. You will walk accounts through the transition process after the point of sale. Once set up, you will manage and maintain the relationship.


Duties & Responsibilities

  • Provide account management support to producer team
  • Maintain positive working relationships and clear communication with clients, carriers, underwriters, and vendors/partners
  • Establish and manage timelines to complete tasks, monitor financials, and request health and welfare plan renewals in preparation for changes, final review, implementation, and enrollment
  • Draft RFPs, client presentations, and communications
  • Assist clients with meeting employee benefit-related compliance regulations (HIPAA, ERISA, ACA)


Skills & Experience

  • Technically proficient in all aspects of ACA and healthcare reform
  • Strong with numbers and general mathematical principles
  • 3-5 years of experience with employee benefits, preferably in a retail agency setting
  • Small Group (2-50) experience strongly preferred
  • State insurance license or ability to obtain it within three (3) months of hire


Compensation, Benefits, & Perks

$65-80,000 + bonus + comprehensive benefits package + ability to work in a hybrid WFH environment.