Senior Account Manager

Iowa, Louisiana

Capstone Search Group
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About the Role

The Senior Employee Benefits Account Manager opening is with a well respected retail insurance agency in the Midwest. As the lead client service manager in the benefits division, you are involved with a significant client portfolio and take a proactive role in client development, relationship management, and service fulfillment. Expect to be involved with middle market and larger clients between 500-2,000 employees, many of which have complex self-funding arrangements.


Duties & Responsibilities

Here's a little bit about what you can expect at your desk each day:


  • Marketing cases (fully insured and self-funded)
  • Daily customer service requests
  • Employee meetings
  • Monthly reporting
  • RFP preparation
  • Renewal marketing
  • In-person client meetings to review current programs, assist with sales presentations and conduct open enrollments

Skills & Experience

  • 5-7 years of progressive experience in employee benefits, preferably in a retail agency setting
  • Life and Health license required
  • Additional professional designations a huge plus (i.e. RHU, REBC, CEBS, etc.)

Compensation, Benefits, & Perks

$95-110,000 + bonus + comprehensive benefits package + ability to work a hybrid or remote schedule

Date Posted: 28 April 2025
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