Employee Benefits Account Manager - Small Group

Company: Capstone Search Group
Location: Chicago
Posted on: November 11, 2024

Job Description:

About the Role
The Employee Benefits Account Manager opening is with one of the country's fastest growing insurance brokers. As a client service manager in the benefits division, you are involved with a significant book of business and take a proactive role in client development, relationship management, and service fulfillment. Your focus will be with Small Group accounts.
Duties & Responsibilities
Here's a little bit about what you can expect at your desk each day:

• 
  
• Marketing cases (fully insured and level-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
  
  • 
    
  • At least three (3) years of group employee benefits experience with a retail insurance agency in a similar client manager capacity
    
  • Active state insurance license
    
    Job Specs
    Location: Hybrid work schedule with offices in downtown Chicago and the northwest suburbs.
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Keywords: Capstone Search Group, Waukesha , Employee Benefits Account Manager - Small Group, Executive , Chicago, Wisconsin