Commercial Insurance Account Manager

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Job Type

Full-time

Description

About Kapnick Insurance:

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 to create long-term, trusting relationships with our clients and carriers. They are the primary point of contact in managing the day-to-day service requirements of our clients. They are responsible for the day-to-day service provided to our clients.

The Account Manager's essential functions include:

* Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.

* Create certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.

* Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations.

* Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.

* Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.

* Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.

* Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies.

* Have an understanding of loss information and histories on assigned accounts.

* Understand and provide training to clients for Kapnick Connect.

* Maintain monthly expiration lists and coordination of Auto .

* Process and issue bonds and flood coverage/policies.

* Process cancellations, using agency procedures.

* Work as a team with others on assigned accounts.

* Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.

* Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.

* Set up and process new business clients with guidance from the Account Executive.

* Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.

* Assist team members, contacting the client and carrier for information as requested.

* Inform others of carrier programs or changes in coverage or procedures.

Requirements

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

* 3 plus years of experience in Customer Service

* 3 plus years of Commercial Insurance experience

* High School Graduate or General Education Degree (Required)

* Strong interpersonal and communication skills (written and verbal)

* Strong attention to detail

* Strong Math skills

* Organization skills

* Ability to manage multiple priorities simultaneously

* Property & Casualty License:
Preferred

What's in it for you?

* A team-based approach to client management

* Full benefits package including medical, dental, vision and so much more

* 11 paid holidays including your birthday!

* Competitive Salary

* Profit sharing (after a year of service)

* Flexibility

* A caring, family like workplace culture that has something for everyone.

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