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Client Representative

5 months ago

Dallas, United States Capstone Search Group Full time
Job DescriptionJob Description

About the Role

This innovative insurance company is looking to disrupt the group health market with a new approach to how healthcare is delivered. They are in growth mode in the state of Texas and looking for someone to help them with client service and account management efforts in the Dallas market. The ideal candidate will have extensive experience working in the group medical market, a proven track record of success, and be motivated to make a difference for their customers.

Duties & Responsibilities

  • Coordinate implementation of new employer accounts from the sales and marketing team
  • Manage and coordinate with internal staff and resources for ongoing enrollment, benefit fairs, and more
  • Work internally with team to ensure employer and employee portals are correctly linked to the benefit booklets and plan specifications
  • Manage the ongoing enrollment change process throughout the plan year
  • Maintain ongoing support and meetings with employer group representatives to maintain a positive relationship with the client, verifying their needs and expectations are met at the highest level
  • Work with actuarial team and internal resources to develop annual renewals and deliver to the appropriate party at the client

Skills & Experience

  • 5-7 years of proven track record with group life and health products
  • Established broker relationships in the market
  • Active TX state life and health license
  • Bilingual/fluent in spoken and written Spanish and English preferred

Compensation, Benefits, & Perks

$85-100,000 + bonus + full benefits package + hybrid/remote work flexibility 

Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.