ZipRecruiter
Account Manager, Employee Benefits - Hybrid (9887)
ZipRecruiter, Dallas, Texas, United States, 75215
About the Role
Join this independent insurance brokerage to help deliver on their promise of personalized service. As an
Employee Benefits Account Manager , you’ll prioritize client needs by engaging directly with clients and company underwriters on health plan benefits management, network selection, claims, and vendor management. You will guide accounts through the transition process after the point of sale. Once set up, you will manage and maintain the client relationship. Duties & Responsibilities Provide account management support to the 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 Entrepreneurial mindset with the ability to work autonomously. Technically proficient in all aspects of ACA and healthcare reform. Strong numerical and mathematical skills. 3-5 years of experience with employee benefits, preferably in a retail agency setting. State insurance license or ability to obtain it within three (3) months of hire. Compensation, Benefits, & Perks $80,000 - $90,000 + bonus + comprehensive benefits package + ability to work in a hybrid WFH environment. Company Description Capstone Search Group is an insurance recruiting firm offering creative staffing solutions for the insurance industry. Our clients include insurance companies, agencies, brokers, and intermediaries. Our goal is to help insurance organizations identify, attract, and retain experienced talent to fill immediate openings and support future growth. We provide services such as 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, covering top executives, middle management, and technical positions. We are committed to confidentiality, professionalism, and integrity in our recruiting services.
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Employee Benefits Account Manager , you’ll prioritize client needs by engaging directly with clients and company underwriters on health plan benefits management, network selection, claims, and vendor management. You will guide accounts through the transition process after the point of sale. Once set up, you will manage and maintain the client relationship. Duties & Responsibilities Provide account management support to the 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 Entrepreneurial mindset with the ability to work autonomously. Technically proficient in all aspects of ACA and healthcare reform. Strong numerical and mathematical skills. 3-5 years of experience with employee benefits, preferably in a retail agency setting. State insurance license or ability to obtain it within three (3) months of hire. Compensation, Benefits, & Perks $80,000 - $90,000 + bonus + comprehensive benefits package + ability to work in a hybrid WFH environment. Company Description Capstone Search Group is an insurance recruiting firm offering creative staffing solutions for the insurance industry. Our clients include insurance companies, agencies, brokers, and intermediaries. Our goal is to help insurance organizations identify, attract, and retain experienced talent to fill immediate openings and support future growth. We provide services such as 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, covering top executives, middle management, and technical positions. We are committed to confidentiality, professionalism, and integrity in our recruiting services.
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