Employee Benefits Account Executive
- Employer
- Capstone Search Group
- Location
- Dallas/Fort Worth or Houston, TX
- Salary
- Confidential Salary
- Posted
- Mar 03, 2023
- Closes
- Apr 27, 2023
- Ref
- MNN9139
- Category
- Customer Service, Sales
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
Two Employee Benefits Account Executive job openings with a nationally recognized insurance and financial services broker, one of the largest in the Mid-South with a huge legacy footprint in Texas.. Despite their large geographic reach, they still take a local approach to client management. They encourage a collaborative culture and seek two experienced client executives, one for their North Texas (Dallas/Ft. Worth metro team) and the other in Houston.
Duties & Responsibilities
Most cases exceed 100 lives and every case will be heavily concentrated on self-funded cases meaning you need to be a skilled client advisor on stop-loss and level-funded arrangements.
Other responsibilities include:
- Extensive involvement in the client management process, from onboarding to policy reviews and renewal preparation
- Oversight and execution of daily service issues including resolution of escalated issues, billing, claims review, network evaluation, plan design, benchmarking, vendor management, enrollments, and communication
Skills & Experience
- Minimum five (5) years of life and health insurance industry experience providing client management & consultation to larger cases
- Senior account manager capabilities including involvement in the sales process (renewal presentations, reviews, carrier negotiations)
- State insurance license