Account Executive- Employee Benefits - Small Business

About the role

Kapnick Insurance is looking for an Employee Benefits Account Executive who combines benefits expertise with a passion for helping clients succeed. You’ll develop long-term strategies, lead renewals and enrollment, solve complex client challenges, and bring internal teams together to deliver an outstanding client experience.

Responsibilities

• Work in partnership with clients, develop long term strategy for Employee Benefits that align with client business goals.
• Manage the execution of the strategy with regard to the financial market, and employee engagement goals.
• Provide a high level of service to the client in a manner which allows the Client Executive the opportunity to achieve maximum account retention and sales volume consistent with corporate goals.
• Accept responsibility for significant problems on current accounts, to work with team members to develop solutions and to communicate these to clients in a manner consistent with our Core Values.
• Promptly respond to client and service team members requests.
• Present renewals to clients and deliver policies.
• Coordinate and assist with all internal activities (i.e. communicating, annual calendars, project plans, customer service, group marketing, etc.) to properly service existing and prospective clients.
• Advanced level technical product knowledge and coverage interpretation.
• Oversee timely and accurate deliverables within established company standards.
• Document client meetings with a conference report of the discussion, decisions, and action items.
• Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to assure a consistently higher level of service.
• Oversee open enrollment facilitation and conduct open enrollment meetings with Client Executive and/or Account Manager.
• Identify opportunities for employee education and prepare presentations or collaborate as needed with Corporate Communications to create ad-hoc communication.
• Handle complex claim situations with Account Manager.
• Maintain technical insurance skills and product knowledge, satisfy continuing education and licensing requirements.
• Promote agency and insurance industry in the community.
• Perform special projects at Client Executive request.
• Maintain working knowledge of Federal and State Legislation as it relates to the benefits division and properly communicate to all involved service team members.
• Coordinate services available from other Kapnick business units and service teams.
• Monitor and manage voice mail, incoming mailboxes, outlook and activities, per agency guidelines.
• Pursue a program for personal and professional development.
• Attend and participate in department meetings, team meetings and training sessions as required.

Qualifications