Account Manager - Commercial Risk Real Estate

Kapnick Insurance; Adrian (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays incl. birthday

Competitive salary and profit sharing

Bonus potential

Caring workplace culture

Job summary

Kapnick Insurance, founded in 1946, is a Michigan-based independent advisory firm with a global reach. The Commercial Lines Account Manager will proactively manage all services for clients and carriers, build long-term relationships, and improve the overall client experience in collaboration with cross-functional teams.

You will coordinate proposals, renewals, billing, and policy changes, provide new business orientation, and train clients on Kapnick Connect.

Qualifications

• 5+ years of experience in the insurance industry
• Property & Casualty license preferred
• Strong interpersonal and communication skills
• Ability to manage multiple priorities simultaneously

Responsibilities

• Manage client requests via phone, mail, FAX, or email promptly.
• Create binders, certificates, change requests, and related items.
• Prepare invoices, billing, credits, and collections for agency-billed items.
• Provide new business orientation to clients during carrier changes.
• Assist in reviewing and updating client operations and exposures.
• Prepare proposals and materials to support CE in writing/renewing accounts.
• Coordinate marketing options with Client Executives and maintain carrier relations.
• Track losses information for assigned accounts.
• Maintain Kapnick Connect training for clients.
• Maintain monthly expiration lists and auto ID mailings.
• Process and issue bonds and flood coverage; process cancellations.
• Collaborate with team on assigned accounts.
• Monitor voice mail, email, and EPIC entries per guidelines.
• Log unprocessed mail.
• Set up and process new business with guidance from Account Executive.
• Attend department and team meetings; assist with information requests.

Skills

5+ years experience in insurance

Strong interpersonal & communication

Education

High School Diploma or GED

Property & Casualty License (preferred)

Tools

EPIC

Outlook

Kapnick Connect

Job 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.

Job Type: Full-time

Commercial Lines Account Manager

This Commercial Lines Account Manager position works to create long-term, trusting relationships with our clients and carriers. Their primary responsibility is to proactively manage all services provided to our clients while looking for ways to improve quality and add value. They interact with the Client Executive & Account Executive and all cross-functional internal teams to improve the entire customer experience. They do all this while representing our agency in a manner consistent with our Core Values.

The Account Manager's Essential Functions Include

• Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.
• Create binders, certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.
• Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations.
• Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.
• Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.
• Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.
• Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies.
• Have an understanding of loss information and histories on assigned accounts.
• Understand and provide training to clients for Kapnick Connect.
• Maintain monthly expiration lists and coordination of Auto ID mailings.
• Process and issue bonds and flood coverage/policies.
• Process cancellations, using agency procedures.
• Work as a team with others on assigned accounts.
• Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.
• Log in any unprocessed mail.
• Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.
• Set up and process new business clients with guidance from the Account Executive.
• Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.
• Assist team members, contacting the client and carrier for information as requested.
• Inform others of carrier programs or changes in coverage or procedures.

Requirements

To be considered for the Account Executive position, you should have:

• High School Graduate or General Education Degree (GED): Required
• 5+ years of experience in the insurance industry
• Property & Casualty License: Preferred
• Industry-specific designations such as (CPCU, CIC, AU, CRM, etc.) or professional designation (JD, CPA, etc.)
• Strong interpersonal and communication skills (written and verbal)
• Ability to manage multiple priorities simultaneously

What's in it for you?

• A team-based approach to client management
• Flexibility
• Full benefits package
• 11 paid holidays including your birthday!
• Competitive SalaryProfit sharing (after a year of service)
• Bonus potential
• A caring workplace culture that has something for everyone