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

Position Responsibilities

• Possess pre-sale activities including participating in prospect stage activities like reviewing current benefit strategies and creating content.
• Engage in new business implementation tasks such as attending new business onboarding meetings, establishing a client service calendar, conducting compliance assessments, and identifying Kapnick Lens integration needs.
• Develop and manage a 2–5 year employee benefits strategy aligned with client goals and objectives.
• Provide leadership and oversight for delivering Kapnick’s employee benefits services, ensuring a high-quality client experience.
• Build and maintain strong, long-term relationships with clients and carrier partners, identify opportunities for cross-selling and account rounding.

Strategy

• Create and update a short and long-term strategy across multiple EB disciplines 9 months prior to renewal.
• Identify components of strategy to be considered for upcoming renewal and schedule carrier/partner meetings to introduce new ideas to clients.
• Communicate with the BAC and collaborate with Analytics Consultant to deliver Trend Driver report and determine appropriate Lens reports.
• Conduct pre-meeting collaboration sessions with other members of the team and take clear notes or assign note taking to another service team member.

Open Enrollment & Implementation

• Create a smooth hand-off to the service team, communicate client decisions clearly, assist the Account Manager with renewal decisions, document and review them, and participate in open enrollment communication meetings.
• Audit and deliver PCORI fees to the client, participate in at-risk client meetings, and if necessary, conduct lessons learned meetings.

Ongoing Service

• Oversee the overall client experience, hold team members accountable, resolve internal conflicts, and identify training and development opportunities.
• Provide client commentary on standard financial packages, insights, and recommendations, answer client financial questions, audit and deliver PCORI fees, and participate in at-risk client meetings.
• Act as a mentor to junior members of the team, actively transfer knowledge and experience, and engage in personal and professional development opportunities.

Requirements

• 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 if so instructed