Kapnick Insurance Group Troy , MI 48066
Posted 2 months ago
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Job Type
Full-time
Description
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.
This Employee Benefits Account Executive position works with the Client Executive and account service team with existing and prospective client accounts in a manner that assures successful long-term relationships resulting in loyal clients.
The Account Executive's essential functions include:
Essential Functions
Work in partnership with clients, develop long term strategy for Employee Benefits that align with client business goals. Manage the execution of the strategy with regard to the financial market, and employee engagement goals
Provide a high level of service to the client in a manner that allows the Client Executive the opportunity to achieve maximum account retention and sales volume consistent with corporate goals
Accept responsibility for significant problems on current accounts, work with team members to develop solutions, and to communicate these to clients in a manner consistent with our Core Values.
Promptly respond to client and service team members' requests.
Present renewals to clients and deliver policies.
Coordinate and assist with all internal activities (i.e. communicating, annual calendars, project plans, customer service, group marketing, etc.) to properly service existing and prospective clients
Advanced level technical product knowledge and coverage interpretation
Oversee timely and accurate deliverables within established company standards
Document client meetings with a conference report of the discussion, decisions, and action items
Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to ensure a consistently higher level of service
Oversee open enrollment facilitation and conduct open enrollment meetings with Client Executive and/or Account Manager
Identify opportunities for employee education and prepare presentations or collaborate as needed with Corporate Communications to create ad-hoc communication
Handle complex claim situations with the Account Manager
Maintain technical insurance skills and product knowledge, satisfy continuing education and licensing requirements
Promote agency and insurance industry in the community
Perform special projects at the Client Executive's request
Maintain working knowledge of Federal and State Legislation as it relates to the benefits division and properly communicate to all involved service team members
Coordinate services available from other Kapnick business units and service teams.
Monitor and manage voice mail, incoming mailboxes, outlook and activities, per agency guidelines
Other
Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
Regular and timely attendance is an essential function of the job
Perform other duties as assigned
Requirements
To be considered for the Account Executive position, you should have:
Bachelor's Degree (four-year college or technical school): Preferred
Minimum 10 years experience in group benefits
Life & Health License: Required
Excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems
Strong interpersonal and communication skills (written and verbal)
Ability to manage multiple priorities simultaneously
Willingness to travel as necessary to attend industry meetings if so instructed
What's in it for you?
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
Kapnick Insurance Group