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Capstone Search Group - Chicago, IL
posted about 2 months ago
Full-time
Chicago, IL
Administrative and Support Services
About the position
The Employee Benefits Account Manager position is a client service role within the benefits division of a rapidly growing insurance broker. The role focuses on managing a significant book of business, particularly with Small Group accounts, and involves proactive client development, relationship management, and service fulfillment.
Responsibilities
- Marketing cases (fully insured and level-funded)
- Daily customer service requests
- Conducting employee meetings
- Monthly reporting
- Preparing RFPs
- Renewal marketing
- In-person client meetings to review current programs, assist with sales presentations, and conduct open enrollments
Requirements
- 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
