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Employee Benefits Account Executive - Hybrid (1...

Remote, USA Full-time Posted 2026-06-14

Job DescriptionJob Description

About the Role

The Employee Benefits Account Executive is with a top independent insurance broker that offers a diversified portfolio of property and casualty, health and welfare, and consulting services. As the lead client service strategist, you work closely with the sales team to monitor account activity as well as support new business and retention goals.

Duties & Responsibilities

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

  • Conduct plan reviews and ensure clients have appropriate coverage in place for their needs
  • Oversee the renewal process to include compiling information, preparing submissions, negotiating with underwriters, and preparing proposals/presentations
  • Manage implementation and account onboarding
  • Assist with reporting, compliance issues, claims review, and meet with clients regularly to discuss findings and issues
  • Identify and pursue additional revenue opportunities through account rounding, referrals, and cross-selling

Skills & Experience

  • Minimum five (5) years of group employee benefits experience in a similar agency client service, sales, or consulting capacity
  • State insurance license

Job Specs

Hybrid schedule is available.

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.

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