Employee Group Benefits - B2B Sales/Client Executive Ann Arbor

Kapnick Insurance Group Ann Arbor , MI 48103

Posted 10 months ago




To develop new business opportunities with existing and prospective clients, and to service accounts in a manner that assures successful long-term relationships resulting in loyal clients. Represent our agency in a manner consistent with our Core Values and make Kapnick Insurance Group the best in our business

FLSA Status: Exempt

Essential Kapnick Functions Statement

  • Achieve new business production goals

  • Develop and maintain a prospect pipeline using sound prospecting tools and methods

  • Build and nurture relationships with referral sources and centers of influence

  • Expand lines of coverage and services to current accounts by actively cultivating cross-selling opportunities

  • Submit data and all necessary information on qualified new business accounts and existing account renewals to service teams for processing and marketing; present proposals and associated sales materials to prospects and clients to gain and renew client accounts

  • Pursue, support or refer large commercial, small commercial and personal prospects to appropriate agency departments

  • Attend sales meetings and agency training sessions

  • Take time to prepare for client presentations

  • Promote agency and insurance industry in the community

  • Maintain technical insurance skills and product knowledge, satisfy continuing education and licensing requirements and position yourself professionally to be the most effective Producer in your market

  • Provide overall account direction to service team

  • Promptly respond to client and service team members requests

  • Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to assure a consistently higher level of service

  • Accept responsibility for significant problems on current accounts, to work with team members to develop solutions and to communicate these to clients in a manor consistent with our Core Values

  • Offer innovation and process improvements where possible to help with agency wide improvements and efficiencies

  • Perform special projects at management's request

  • Present proposals to prospects and clients, close sale, and deliver policies

  • Regular and timely attendance is an essential function of the job

  • Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you



Competency Statement(s)

  • Ambition
  • The drive to achieve personal advancement.
  • Communication
  • Ability to communicate effectively with others using the spoken and written word.
  • Confidentiality
  • Ability to maintain strict confidentiality in accordance with Kapnick privacy guidelines including but not limited to HIPAA/HITECH as it relates to all divisions of Kapnick Insurance.
  • Empathetic
  • Ability to appreciate and be sensitive to the feelings of others.
  • Energetic
  • Ability to work at a sustained pace and produce quality work.
  • Goal Oriented
  • Ability to focus on a goal and obtain a pre-determined result.
  • Honesty / Integrity
  • Ability to be truthful and be seen as credible in the workplace.
  • Interpersonal
  • Ability to get along well with a variety of personalities and individuals.
  • Persuasive
  • Ability to influence others to change position or to adopt a specific point of view.
  • Presentation Skills
  • Ability to effectively present information publicly.
  • Professionalism
  • Represent Kapnick professionally both internally and externally at all times.
  • Sales Ability
  • Ability to use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea.
  • Team Builder
  • Ability to convince a group of people to work toward a goal.
  • Risk Taker
  • Ability to take calculated risks or to stretch the limits of comfort zones.
  • Time Management
  • Ability to utilize the available time to organize and complete work within given deadlines.


Education: Bachelor's Degree (four year college or technical school)

Experience: Successful sales and management record either in insurance industry or other industry helpful

Computer Skills:
Must possess good computer skills and the willingness to use technology.

Certifications &

Licenses: Appropriate agent's licenses are required

Other Requirements:
Willing and able to travel as necessary and to attend conventions and other industry meetings if so instructed. Industry specific technical education. Willingness for continued education and professional development is essential.

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Employee Group Benefits - B2B Sales/Client Executive Ann Arbor

Kapnick Insurance Group