Employee Benefits Client Manager
- Employer
- Capstone Search Group
- Location
- South Bend, Indiana
- Salary
- Confidential Salary
- Posted
- Feb 15, 2023
- Closes
- Apr 16, 2023
- Ref
- MNN9132
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
An Indiana based independent insurance and financial services agency seeks an experienced Employee Benefits Client Manager to step into the lead client facing role servicing a legacy book of mid-sized group health and welfare accounts.
Job Specs
Location: The majority of accounts are located in Elkhart County and St. Joseph County, IN. This is an office based position, and the company has a few different locations you can work from within the greater South Bend area.
Book of Business Details: The book’s is approximately $400k in revenue which with grow through your help with upselling, cross-selling, and capitalizing on referrals from current clients. Accounts are a mixture of funding arrangements and typically average 50-250 lives.
Duties and Responsibilities:
- Support the client service strategy around employee benefit programs; coordinate the annual open enrollment process, resolve daily policy issues, and serve as a key contact for benefits-related questions
- Assist clients with online enrollment systems
- Market and place new business and/or renewal business
- Prepare renewal proposals
Experience: Qualified applicants have at least three (3) years of group employee benefits client service experience. State L&H license is required.