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. We provide expert guidance and innovative solutions in business insurance, risk management, employee benefits, worksite well-being, and personal insurance.

Responsibilities

• Firm working knowledge of personal lines coverages and services
• 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
• Quality Assurance: New business downloads & Change downloads Peer-audits Non-renewal report management Inactivating clients in EPIC Service standards/renewal month reconciliation

Requirements

• Associates Degree (two year college or technical school)
• 1-2 years’ experience in customer facing role
• 1-2 years’ experience in insurance industry
• Property & Casualty License
• Life & Health License
• Experienced user of Agency Management System
• Experienced working with multiple carriers and rating systems
• Familiar with Microsoft Office (Word, Excel, Outlook, etc.)