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Account Manager, Employee Benefits - Hybrid (9879)

Job DescriptionJob Description

About the Role

Join this successful regional insurance agency to help deliver on their promise of personalized service. As an Employee Benefits Account Manager you’ll put the client’s needs first by engaging directly with them and with company underwriters on health plan benefits management, network selection, claims, and vendor management. You will walk accounts through the transition process after the point of sale. Once set up, you will manage and maintain the relationship. 

Duties & Responsibilities

  • Provide account management support to producer team.
  • Maintain positive working relationships and clear communication with clients, carriers, underwriters, and vendors/partners.
  • Establish and manage timelines to complete tasks, monitor financials, and request health and welfare plan renewals in preparation for changes, final review, implementation, and enrollment.
  • Draft RFPs, client presentations, and communications.
  • Assist clients with meeting employee benefit-related compliance regulations (HIPAA, ERISA, ACA).

Skills & Experience

  • 3-5 years of experience with employee benefits, preferably in a retail agency setting.
  • State insurance license or ability to obtain it within three (3) months of hire.
  • Able to manage daily service needs. Field questions on coverage, billing, and claims. Distribute communication materials. Conduct enrollment meetings.

Compensation, Benefits, & Perks

$65-80,000 + full benefits package + hybrid work schedule

Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.Company DescriptionCapstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Account Manager, Employee Benefits - Hybrid (9879)

Austin, TX
Full time

Published on 08/11/2025

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