Capstone Group | Account Executive

4 days ago

spring house, United States Capstone Group Full time

Capstone Group (Recently recognized as a 2024 Best Place to Work by the Philadelphia Business Journal) is actively recruiting for an Account Executive or Senior Account Executive position within the firm's Employee Benefits division


This position provides the opportunity for an experienced professional (2-5 years of relevant insurance experience) to join a high-growth risk management, insurance brokerage, and employee benefits advisory firm headquartered in the Greater Philadelphia Area.

As an emerging firm in a mature industry, Capstone Group’s mission is to provide results-driven solutions that transcend what our clients have come to expect from insurance and benefits brokers.


Position: Account Executive or Senior Account Executive - Employee Benefits


What you’re good at:


You’re a self-starter and an independent learner who enjoys mastering new skills quickly. You anticipate needs, take action and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and consistent work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.


When you join us, we expect you to:

  • Have obtained the PA Life, Accident & Health License
  • Manage a book of business comprised of clients who are located both locally and nationally and are mostly fully-insured or level-funded, with the potential to take on some self-insured clients.
  • Act as the primary contact between clients and insurance carriers and retain clients through a high level of customer service which includes open and clear communication channels to ensure accurate and timely responses.
  • Identify problems, summarize, and develop strategic solutions with clients by incorporating the company's culture, mission and future staffing needs into our recommended strategic solutions.
  • Respond to clients, insurance carriers, sales team, and supervisors’ correspondences and requests in a timely, effective, and professional manner using Microsoft Outlook.
  • Research and present answers to directors, decision-makers, and client questions about their policies and coverage; including Medical, Dental, Vision, Disability, & Life Insurance group policies.
  • Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
  • Prepare materials needed for client meetings including but not limited to open enrollment guides, sign-off sheets, proposals, spreadsheets, plan comparisons, financial summaries, etc.
  • Have regular contact with and communicate deadlines, timelines, and expectations to decision-makers, HR, CFO, CEO, and employees of client groups, particularly around their annual renewal
  • Process and submit requests from clients while working in various portals to complete such tasks as enrolling, terminating, and changing coverage for employees.
  • Manage, submit, and follow-up with providers, hospitals, carriers, and/or vendors throughout the claims process.
  • Use Microsoft Word, PowerPoint, and Excel daily to prepare open enrollment materials, proposals, etc.


What you’ll bring to our team:

  • Excellent verbal and written communication skills
  • Basic math skills and aptitude for learning new technology
  • Proficient use of applicable technology, including Microsoft Office suite of products and Outlook Email
  • Positive attitude, active listening skills and empathy
  • Strong organizational and time management skills
  • Ability to multi-task in a fast-paced environment within tight deadlines
  • Works with integrity and a high-level of confidentiality
  • Independent problem solving and critical thinking skills
  • Detail-oriented with the ability to deliver high quality, accurate work
  • Ability to work well within a collaborative, team environment
  • Strong presentation skills


When you join us, you can expect:

  • Competitive compensation
  • Work-life balance and employee well-being initiatives
  • A supportive, people-first culture and mindset
  • A voice at the table to create constructive change and work on purposeful products
  • Time dedicated to professional development


Capstone Benefits Package Includes:

  • Medical
  • Dental
  • Vision
  • Employer Paid Short-Term Disability
  • Employer Paid Long-Term Disability
  • Employer Paid Life & AD&D
  • Voluntary Life & AD&D
  • Dependent Care Flexible Spending Account
  • Flexible Spending Account
  • AFLAC Coverages
  • PTO
  • 401K Match

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