Benefits Account Manager - Proactive Client Partner

Kapnick Insurance Group; Troy (MI); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Profit sharing

Bonus potential

11 paid holidays including birthday

Job summary

Kapnick Insurance Group in Michigan is seeking an experienced Employee Benefits Account Manager to own day-to-day client relationships and manage the full annual lifecycle—from renewals to ongoing service and problem-solving. You will collaborate with client executives, benefit analysts, and vendors to deliver value.

The role emphasizes ownership, proactive service, and the ability to anticipate client needs, while fostering a collaborative team environment and advancing client outcomes within

Qualifications

• Three or more years of employee benefits account management or client service experience.
• Experience managing an assigned book of business and coordinating renewals/open enrollments.
• Strong working knowledge of employee benefits products, plan designs, carrier and vendor practices, plan administration, and compliance fundamentals.
• Ability to communicate confidently and professionally with clients, employees, carriers, vendors, and internal partners.
• Strong planning, organization, prioritization, and follow-through skills with the ability to manage deadlines.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint, and related tools.
• Active state Accident and Health insurance license preferred; ability to obtain licensing as needed.
• Bachelor's or Associate degree preferred; equivalent industry experience will be considered.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients and build long-term, trusting relationships.
• Own the annual service lifecycle, including renewals, open enrollment, implementation, and ongoing service.
• Coordinate renewal analyses, materials, and client communications with cross-functional teams.
• Lead service, implementation, and open enrollment discussions within scope of the role.
• Identify and resolve client service issues, documenting decisions and next steps clearly.
• Promote efficient teamwork by coordinating responsibilities across client teams and vendors.

Skills

Account management

Client relations

Renewals planning

Open enrollment

Problem solving

Communication

Microsoft Office

Education

Bachelor's degree

Associate degree

Tools

EPIC

Pasito

Agency management system

Job description

Kapnick Insurance Group in Michigan is seeking an experienced Employee Benefits Account Manager to own day-to-day client relationships and manage the full annual lifecycle—from renewals to ongoing service and problem-solving. You will collaborate with client executives, benefit analysts, and vendors to deliver value.

The role emphasizes ownership, proactive service, and the ability to anticipate client needs, while fostering a collaborative team environment and advancing client outcomes within