Client Manager- Account Executive - Employee Benefits Middle Market- AA

About the role

Kapnick Insurance is an independent insurance advisory firm founded in 1946 with Michigan roots and a global presence. We provide expert guidance and creative problem-solving in areas such as business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance to a diverse range of clients worldwide.

Responsibilities

• Develop and manage a 2–5 year employee benefits strategy aligned with client goals.
• Provide leadership and oversight for delivering Kapnick’s employee benefits services, ensuring a high-quality client experience.
• Identify opportunities for cross-selling and account rounding, building and maintaining strong, long-term relationships with clients and carrier partners.

Essential Functions

• Possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing, and Agency Management Systems.
• Must possess a Bachelor's Degree (four-year college or technical school) and at least 5 years of experience in group benefits.
• Required to hold a Life & Health License.
• Willingness and ability to travel as necessary and attend industry meetings.

Qualifications

• Bachelor's Degree (four-year college or technical school)
• Minimum of 5 years experience in group benefits
• Excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing, and Agency Management Systems
• Life & Health License: Required
• Willingness and ability to travel as necessary and attend industry meetings

Skills

• Strong interpersonal and communication skills
• Ability to manage multiple tasks and prioritize responsibilities
• Knowledge of industry trends and best practices
• Effective problem-solving and decision-making abilities

Benefits

• Flexibility
• 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

Pay

Competitive Salary with potential for bonus

Schedule

Full-time