Capstone Group At A Glance:
Capstone Group is actively recruiting for an Employee Benefits Account Manager (3-5 years experience preferred) for the firm's Employee Benefits division! We’re on a mission to build long lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.
As an emerging firm in a mature industry, Capstone Group’s mission is to provide results-driven solutions that transcend what our clients have come to expect from insurance and benefits brokers. Teamwork, personal excellence, and growth matters to us, and we know it matters to you, too! When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.
What you’re good at:
You’re a self-starter and an independent learner who enjoys mastering new skills quickly. You anticipate needs, take action and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and consistent work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.
When you join us, we expect you to:
- Have obtained the PA Life, Accident & Health License (or willing to obtain prior to start date)
- Cultivate strong relationships with - and serve as a support person for our account executives and sales team.
- Respond to clients, insurance carriers, sales team, and supervisors’ correspondences and requests in a timely, effective, and professional manner using Outlook.
- Research and present answers to client questions about their policies and coverage; including Medical, Dental, Vision, Disability, & Life Insurance group policies.
- Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
- Process and submit requests from clients while working in various portals to complete such tasks as enrolling, terminating, and changing coverage for employees.
- Prepare proposals for clients with the help of the account management team using Microsoft Excel.
- Execute accurate invoicing and financing tasks to meet deadlines.
- Manage, submit, and follow-up with providers, hospitals, carriers, and/or vendors throughout the claims process.
- Knowledge of self insurance is a plus.
What you’ll bring to our team:
- Excellent verbal and written communication skills
- Basic math skills and aptitude for learning new technology
- Proficient use of applicable technology, including Microsoft Office suite of products and Outlook Email
- Positive attitude, good listening skills and empathy
- Highly-organized and strong time management skills
- Ability to multi-task in a fast-paced environment within tight deadlines
- Works with integrity and a high-level of confidentiality
- Independent problem solving and critical thinking skills
- Detail-oriented with the ability to deliver high quality, accurate work
- Ability to work well within a collaborative, team environment
When you join us, you can expect:
- Competitive compensation
- Work-life balance and employee well-being
- A supportive, people-first culture and mindset
- A voice at the table to create constructive change and work on purposeful products
- Time dedicated to professional development
Capstone Benefits Package Includes:
- Medical
- Dental
- Vision
- Employer Paid Short-Term Disability
- Employer Paid Long-Term Disability
- Employer Paid Life & AD&D
- Voluntary Life & AD&D
- Dependent Care Flexible Spending Account
- Flexible Spending Account
- AFLAC Coverages
- PTO
- 401K Match
Apply within
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Weekly day range:
Work setting:
Ability to commute/relocate:
- Lower Gwynedd, PA 19002: Reliably commute or planning to relocate before starting work (Required)
Work Location: Hybrid remote in Lower Gwynedd, PA 19002