Employee Benefits Account Manager

Montgomery, Alabama

Capstone Search Group Inc
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About the Role

The Employee Benefits Account Manager is a newly created job working with a sales executive whose book is growing quickly. They need someone knowledgeable with the client service process for life and health insurance policies. The agency is one of the most well-established independent firms in the Southeast. Accounts will range from small to mid-sized groups, mostly fully insured though the agency can teach on self-funded plans as needed.

Duties & Responsibilities

Here's a little bit about what you can expect at your desk each day:
  • Marketing cases and helping with renewals
  • Daily customer service requests
  • Employee meetings
  • Renewal prep and marketing
  • Client engaging responsibilities including discussions (phone and in-person) to review coverage, pricing, enrollments, and more
Skills & Experience
  • At least three (3) years of health and welfare insurance industry experience in a similar support role
  • State insurance license
Job Specs

Hybrid schedule available after onboarding and training

Date Posted: 30 March 2025
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