Company: Capstone Benefits Consulting, LLC

Title: Account Manager

Responsibilities:

· Manage all aspects of service delivery to assigned book of business, ensuring client needs are met according to service timelines, and setting appropriate internal and external expectations.

· Manage the client renewal process, assembling the appropriate internal and external resources to develop and implement the client-specific renewal strategy.

· Build and maintain relationships with clients’ executive teams (C-Suite).

· Ensure implementation and annual service calendar deliverable timelines are met.

· Understand all Capstone products and services and maintain knowledge of carrier/vendor products and services, to provide appropriate benefit plan solutions to clients.

· May act as subject matter expert (SME) on:

o Fully insured carriers, products and processes and/or self-funded plans, TPAs and processes.

o Voluntary and/or worksite products.

o New and/or existing systems/products introduced as part of the Capstone product offerings.

· Organize and manage tasks and open items relating to client strategy, plan design, and renewal timelines.

· Analyze available data (CedarGate, carrier reports, etc.) and prepare and deliver financial reporting to clients at agreed upon intervals.

· Conduct and lead client meetings, such as annual reviews and standing touch-base meetings.

· Monitor employee benefit trends and make strategic recommendations to improve the effectiveness of plan design, as well as overall benefit programs.

· Oversee the product marketing process and manage final negotiation with carriers.

· Provide high level client/member issue resolution. Work with team/carriers/vendors to improve client service.

· Provide oversight to ensure all aspects of client management are completed accurately and in a timely manner, following established processes/procedures.

· Conduct contract and plan document reviews.

· Provide peer review of all client facing deliverables.

· Act with professionalism and integrity, and work with client and internal team members in a consultative manner.

Requirements:

· Bachelor’s degree or significant relevant experience

· Minimum 2 years of account management or leadership experience in the insurance industry, specifically in employee benefits.

· Licensed agent for Life, Accident and Health coverage (with the state of Georgia preferred).

· Strong working knowledge of employee benefits, with an understanding of medical funding options and employee benefits compliance requirements.

· Excellent Microsoft suite skills (Excel, PowerPoint, Outlook and Teams). Salesforce experience is a plus.

· Ability to work in a fast-paced environment, multi-task, and problem solve, with excellent organization and communication skills.

· Ability to act as a mentor to team members.

· Ability to travel overnight at various times throughout the year based on client need.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 2 years

Schedule:

• Monday to Friday
• No weekends

Travel requirement:

• Up to 25% travel

Work Location: Hybrid remote in Statesboro, GA 30458