Insurance Benefits Management Expert

1 week ago


Dallas, Texas, United States Capstone Search Group Full time
About the Role

The Senior Employee Benefits Account Manager opening at Capstone Search Group offers a unique opportunity to work with one of the country's fastest-growing privately owned insurance brokers. As a lead client service manager in the benefits division, you will be responsible for managing a significant client portfolio and taking a proactive role in client development, relationship management, and service fulfillment.

Responsibilities include:

  • 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

Requirements:

  • At least three years of group employee benefits client management experience
  • Active state insurance license

What You Can Expect:

This position requires a hybrid schedule with two days per week spent in our Dallas, TX office. A competitive salary of $65,000 - $80,000 is offered, commensurate with experience, plus benefits and opportunities for growth and professional development.



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