Account Manager, Middle Market

Description

Make an Impact Beyond the Transaction!

Are you an experienced Employee Benefits professional who takes pride in being the person clients can count on?

We’re looking for a high-performing Employee Benefits Account Manager who brings more than technical knowledge and years of experience. We’re looking for someone who takes ownership, thinks ahead, builds strong client relationships, and sees opportunities to solve problems before they become problems.

In this role, you’ll play an important part in managing the day-to-day client relationship and supporting the full annual client lifecycle—from renewals and plan changes to ongoing service, communication, and problem-solving.

If you’re someone who naturally asks, “What’s next?”, anticipates what a client will need, and follows through until the job is done, you may be exactly who we’re looking for.

This is an opportunity to be more than an account manager—you’ll be a trusted partner to clients and an important part of a collaborative Employee Benefits team
.

You’ll have the opportunity to use your experience, judgment, and relationship-building skills to make a meaningful difference for clients while continuing to grow professionally.

• Impact
  :
  Be a vital part of a team that helps organizations create meaningful benefits solutions for their employees.
• Growth
  :
  Opportunities for professional development and career advancement.
• Culture
  :
  Work in an environment that values collaboration, innovation, and service excellence.

• 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 potential
• A caring workplace culture that has something for everyone

If you’re ready to bring your expertise and passion to a team that values your dedication and talents, we’d love to hear from you!

The Account Manager is a key member of the Middle Market Employee Benefits client team and serves as the operational owner of the day-to-day client experience for an assigned book of business. This individual proactively manages the annual service lifecycle, including ongoing client service, post-open-enrollment follow-up and stewardship, pre-renewal planning, renewal execution, open enrollment, implementation, and follow-through.

Working collaboratively with the Client Executive, Account Executive when assigned, Benefit Analyst, Associate Account Manager, carriers, vendors, and internal specialists, the Account Manager ensures client commitments are completed accurately, professionally, and on time. The successful candidate anticipates client needs, identifies and resolves issues, maintains strong command of priorities and deadlines, and continuously looks for ways to improve quality, efficiency, and value while representing Kapnick in a manner consistent with our Core Values.

• Clients experience proactive, consultative, responsive, and consistent service.
• Client deliverables are accurate, decision-ready, professionally presented, and completed on time.
• Timelines, responsibilities, decisions, and outstanding items are clearly documented and actively managed.
• Potential service, renewal, implementation, or relationship risks are identified early, with recommended next steps.
• Internal client teams operate with clear ownership, strong communication, and no avoidable surprises.

• Serve as a primary day-to-day contact for assigned clients, building long-term, trusting relationships that support client satisfaction and retention.
• Maintain a current understanding of each client's business priorities, benefit plans, funding arrangements,…