Now Hiring - Capital Services Inc. - Professional Services Senior Employee Benefit Account Manager in Towson, MD

Full description of the position

Capital Services, Inc. (CSI), a national employee benefits consulting firm, develops customized solutions for clients with optimal results. Our team of experts includes board-certified physicians, HR/OD strategists, and experienced client advocates.

We are seeking a results-oriented individual to work as a Senior Employee Benefit Account Manager in a fast paced and rapidly growing environment. Reporting directly to the Vice President of Group Operations, theSenior Employee Benefit Account Manager is responsible for the day-to-day account management including marketing, data analysis, presentation, and servicing of fully insured and self-funded plans for routinely/moderately complex mid-large group client accounts. The incumbent manages an assigned book of business and builds, expands, and solidifies relationships with existing clients.

A qualified candidate must enjoy working within an entrepreneurial environment that is mission-oriented, results-driven and community oriented. CSI seeks “A” team members to be a part of their high performance work team. This critical role will lead and support large Group Benefit clients: Medical, Dental, Long Term Disability, Life, & Vision benefits is required. The ideal candidate will also have a strong knowledge in insurance risk concepts, federal and state regulations and legislation, and analytical / financial skills. Applicants will need to be an energetic self-starter, organized, team player, and able to prioritize responsibilities and objectives in a fast paced environment. Senior Client Relationship Manager will have a minimum of 5 years industry experience and have an active Life and Health License at a minimum.

Key Responsibilities:

• Take lead on designated renewals: prepare RFP, collect and review competitive proposals, and prepare renewal presentation illustrating market offerings.
• Provide administrative support to an assigned block of clients.
• Resolve the most complex customer service problems directly.
• Day-to-day contact for client for service needs.
• Escalate client concerns when appropriate.
• Conduct client meetings, including open enrollment employee meetings.
• Maintain data integrity and quality with any applicable software on a timely basis.
• Prepare financial and claims utilization reporting.
• Coordinate employee communications for enrollment.
• Oversee new client set-up, renewals and open enrollment meetings.
• Establish and preserve a solid business rapport with clients and vendors.
• Educate clients on applicable legislation and market trends.
• Generate client interest in additional lines of coverage and cross serving opportunities.
• Coach and assist less tenured client services staff.
• Additional responsibilities as assigned.

Education and Experience:

• 5 + years of account management / client relationship management experience in the group health and welfare benefits field

Key Competencies / Qualifications:

• Must possess and preserve required licenses/certifications as required (must have the MD Life and Health certification).
• Strong knowledge of federal and state legislation and legal issues related to the insurance industry.
• Detail-oriented, organized, and flexible individual able to perform multiple tasks with varying priorities under fast paced conditions requiring speed and accuracy
• Excellent written and verbal communication, and presentation skills
• Strong management, analytical, research, and problem solving skills
• Ability to work collaboratively as a team member
• Must be able to travel based on client and business needs.
• Proficient in MS Office Suite in Windows platform, specifically Excel, Word, and Outlook - SMARTSHEET experience preferred

Compensation / Benefits:

• Salary: Will vary based on candidate experience
• Retirement program with match, medical, dental, vision, long term disability, and life insurance

This is a full-time, long-term position. To apply for this position, please submit a copy of your resume and include your salary requirement in your cover letter.

Job Type: Full-time

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Towson, MD 21204: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Towson, MD 21204