Employee Benefits - Account Manager, Small Group

About the role

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 and resolve all client issues (administrative, billing, claims) in a timely manner
• Maintain client account information in Kapnick's agency management system in accordance with established procedures
• Consult with Client Executive or Account Executive on a regular basis
• Review and prepare renewal proposals for clients
• Coordinate renewal confirmation materials and open enrollment packets for clients, including required carrier documents and customized client employee communication materials
• Oversee the submission of group applications to insurance carriers and assist with the implementation process of client's policies
• Act as client's liaison to other service departments within our benefits division
• Monitor and manage voicemail, incoming mailboxes, outlook, and activities in accordance with agency service standards
• Attend and participate in department meetings, team meetings, and training sessions as required
• Facilitate plan document creation or amendments using internal or external resources
• Document client renewal decisions, plans and final rates in the agency management system

Requirements

• 1-2 years of Employee Group Benefit experience (preferred)
• 2-3 years customer service experience
• Associates or Bachelor's Degree (preferred)
• Strong interpersonal and communication skills (written and verbal)
• Strong attention to detail
• Organization skills
• Like to solve problems
• Able to manage multiple priorities simultaneously

Benefits

• A team-based approach to client management
• 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