Client Manager- Account Executive - Employee Benefits Middle Market- AA

Account Executive

Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 220+ 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.

The Account Executive is responsible for developing and managing a 2–5 year employee benefits strategy that aligns with each client's business goals and objectives. This role provides overall leadership and oversight for the delivery of Kapnick's employee benefits services, ensuring a high-quality client experience. The Account Executive also identifies opportunities for cross-selling and account rounding, while building and maintaining strong, long-term relationships with clients and carrier partners.

The Account Executive's essential functions include:

• Prospect Stage:
  Pre-sale activities
• New Business Implementation:
  First 90 days
• Strategy: 9 months prior to renewal
• Pre-Renewal: 6 months prior to renewal
• Renewal: 90 days prior to renewal
• Open Enrollment & Implementation: 45 days prior to renewal
• Post Open Enrollment & Stewardship: 60 days after renewal
• Ongoing Service
• Other

Requirements

• Bachelor's Degree (four-year college or technical school)
• Minimum of 5 years experience in group benefits
• Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems
• Life & Health License:
  Required
• Must be willing and able to travel as necessary and attend industry meetings if so instructed

What's in it for you?

• 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