Account Executive - Middle Market- TL

Description

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:

• When necessary for validated middle group prospects, participate in review of current benefit strategy/ alignment to Kapnick value proposition.
• Engage in development of capabilities meeting and micro‑site content, attend capabilities meeting. Assist with content relevant to strategy and service milestones.
• Create consulting/service agreement

• Attend new business internal and client‑facing onboarding meeting. Support entire team in understanding new client, provide copies of consulting/service agreement, and facilitate an informed onboarding.
• Establish client service calendar and schedule 1st quarterly meeting
• Conduct compliance assessment
• Identify Kapnick Lens integration needs (Innovu, Epoch) and coordinate with Analytics Consultant

• Create and update a short and long term strategy across multiple EB disciplines.
• Identify components of strategy to be considered for upcoming renewal. Schedule carrier/partner meetings to introduce new ideas to client
• Identify needed benchmarking and communicate to BA
• Collaborate with Analytics Consultant to deliver Trend Driver report
• Collaborate with Analytics Consultant to determine supporting Lens reports appropriate to client
• Conduct pre‑meeting collaboration session with other members of the team.
• Create content and deliver client strategy meeting
• Take clear notes or assign note taking to another service team member. Follow up with meeting summary, decisions, and open items.

• Create content and deliver client pre‑renewal meeting
• Based on client feedback, develop a marketing strategy in collaboration with BA
• Identify account rounding opportunities
• Conduct pre‑meeting collaboration session with other members of the team.
• Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.

• Create content and deliver client renewal meeting
• Develop timeline for renewal decisions and open enrollment with clear expectations, reasonable time for completion, and adherence to internal deadlines.
• Conduct pre‑meeting collaboration session with other members of the team.
• Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.

• Create smooth hand‑off to service team. Communicate client decisions to all service team members clearly
• Assist Account Manager with Renewal Decisions Document, as appropriate
• Review and approve Renewal Decisions Document
• Participate in Open Enrollment communication meetings in person, virtually, or recorded presentations.
• Final sign off on guides and presentations

• If no Sr. BA:
  Audit and send Comp Disclosure to client
• Create content and deliver Post OE/Stewardship meeting
• Conduct pre‑meeting collaboration session with other members of the team.
• T…