Account Manager - Personal Lines

About the role

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.

Responsibilities

• Promptly identify, manage, and resolve all client issues in a timely manner
• Maintain client relationships and determine their coverage needs
• Manage clients' risk and ensure all exposures are properly addressed
• Negotiate with carrier underwriters on behalf of clients
• Actively work on retention of current clients with remarketing of current policies
• Provide premium quotations and proposals to prospects and clients per service standards and procedures
• Review book of business with the goal of expanding personal lines sales and identifying account rounding opportunities
• Prepare invoices, binders, certificates, change requests, and all other service-related items accurately
• Aid producers with onboarding of new clients
• Maintain client account information in our agency management system and electronic files in accordance with established workflows
• Attend department meetings and agency/carrier training sessions
• Process the daily sweep (client payments sent electronically to carriers)
• Process the daily download suspense report
• Review changes are processed correctly by the carrier
• Review new business is processed correctly by the carrier
• Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies

Requirements

• Associates Degree (2-year college or technical school) or work equivalent
• 1-2 years' experience in customer-facing role
• 1-2 years' experience in the insurance industry
• Property & Casualty License
• Experience in Agency Management System
• Experience working with multiple carriers and rating systems
• Familiarity working with Microsoft Office (Word, Excel, Outlook, etc)