Account Manager, Group

Position: Employee Benefits - Account Manager, Small Group
Adrian, MIDescription

Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 180+ colleagues provide expert guidance and creative problem solving pertaining to business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance to a vast and diverse base of clients worldwide. For over 75 years, companies and individuals have looked to Kapnick as a trusted advisor, providing solutions that protect their operations and employees.

This Account Manager position works with small businesses in our employee benefits division. They are the primary point of contact in managing the day-to-day service requirements of our clients. The Account Manager's essential functions include:

Promptly identify and resolve all client issues (administrative, billing, claims) in a timely manner

Maintain client account information in Kapnick’s agency management system in accordance with established procedures

Consult with Client Executive or Account Executive on a regular basis

Review and prepare renewal proposals for clients

Coordinate renewal confirmation materials and open enrollment packets for clients, including required carrier documents and customized client employee communication materials

Oversee the submission of group applications to insurance carriers and assist with the implementation process of client's policies

Act as client's liaison to other service departments within our benefits division

Monitor and manage voicemail, incoming mailboxes, outlook, and activities in accordance with agency service standards

Attend and participate in department meetings, team meetings, and training sessions as required

Facilitate plan document creation or amendments using internal or external resources

Document client renewal decisions, plans and final rates in the agency management system

Requirements

To be considered for the Account Manager position, you should have:1-2 years of Employee Group Benefit experience:
Preferred2-3 years customer service experience

Associates or Bachelor's Degree (preferred)
Strong interpersonal and communication skills (written and verbal)
Strong attention to detail

Organization skills

Like to solve problems

Able to manage multiple priorities simultaneously

What's in it for you?

A team-based approach to client management

Full benefits package
11 paid holidays including your birthday!

Competitive Salary Profit sharing (after a year of service)
Bonus potentialA caring workplace culture that has something for everyone

Have you got what it takes to join our winning team? Apply today and let's find out!