Job Details

Employee Benefits Account Executive

  2026-03-20     Capstone Search Group     Columbus,OH  
Description:

About the Role

The Employee Benefits Account Executive is with a large insurance brokerage that has a wide geographic reach but still takes a local approach to client management. They encourage a collaborative culture. Most of their accounts are in the Midwest and travel will be required to meet with clients on-site. They require a hybrid schedule is you're near an existing office and to work EST hours.

Duties & Responsibilities

This role is designed to work on large group health and welfare accounts. Most accounts are over 100 lives with the target being 500+. Self-funded knowledge will be an important component of your job. Other responsibilities include:

  • Negotiate renewals
  • Prepare for and participate in renewal and strategy meetings
  • Coordinate RFPs, data analysis, spreadsheeting, utilization/financial reports, plan documents, and so on
  • Lead the oversight and execution of daily service issues, resolve escalated issues, compliance related matters, etc.

Skills & Experience

  • Minimum seven (7) years of life and health insurance industry experience providing client management & consultation to larger cases at a major medical insurance company or retail agency/broker
  • Senior account manager capabilities including involvement in the sales process (renewal presentations, reviews, carrier negotiations)
  • State insurance license


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