Team Leader, Account Manager - Group

Description

Kapnick Insurance Group is seeking a dynamic and experienced Benefits Team Leader to guide and develop our employee benefits team, including Account Managers, Benefit Advisors, and Quality Assurance staff. This leadership role offers an exciting opportunity to influence our client service excellence while maintaining a book of business. Join us in representing our agency with integrity and dedication, aligning with our Core Values to make Kapnick Insurance the best in the industry.

• Lead, mentor, and develop team members to enhance their skills, performance, and professional growth
• Manage and maintain a portfolio of clients, ensuring high levels of satisfaction and service delivery
• Collaborate with internal teams, clients, and carriers to resolve issues and identify solutions
• Assess workloads and staffing needs, and assign clients and tasks accordingly to optimize team efficiency
• Develop, review, and update workflows, procedures, and deliverables to improve operational effectiveness
• Problem solve and articulate potential solutions to team members, internal staff, upper management, clients, and carriers
• Monitor team performance metrics and implement strategies for continuous improvement
• Foster a positive team environment that aligns with company values and promotes professional development

• Bachelor's degree in Business, Insurance, or related field preferred
• Proven experience in employee benefits, account management, or a similar leadership role
• Strong leadership and team development skills
• Technology forward mindset
• Experience with Applied EPIC
• Excellent problem-solving and communication abilities
• Ability to assess workloads and allocate resources effectively
• Knowledge of benefits administration, insurance policies, and industry regulations
• Proficiency in relevant software and workflow management tools
• Ability to build and maintain strong client relationships
• High level of professionalism, integrity, and commitment to service excellence

Kapnick Insurance offers a collaborative and growth-oriented environment where your leadership can make a meaningful impact. We are committed to fostering a culture of innovation, integrity, and continuous learning, providing our team members with opportunities for career advancement and professional development.

To be considered for the Team Leader, Account Manager position, you should have:

• High School Graduate or General Education Degree:
  Required
• 2+ years of experience in the Employee Benefits Industry: Required
• Proficient in Microsoft Office (Word, Excel, Outlook, etc.)
• Life and Health License:
  Preferred

• A team-based approach to client management
• Flexibility
• Full benefits package
• 11 paid holidays including your birthday!
• Competitive Salary
• Profit sharing (after a year of service)
• Bonus potential
• A caring workplace culture that has something for everyone

Do you have what it takes to join our team? Apply today and let's find out!