Employee Benefits Account Manager — Client Care & Renewals

Kapnick Insurance Group; Maumee (OH); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays

Profit sharing

Bonus potential

Caring workplace culture

Job summary

Kapnick Insurance Group in Maumee, OH seeks an Account Manager to be the primary contact for small business clients in our employee benefits division. You will manage day-to-day service needs, renewals, and carrier communications to ensure client satisfaction.

The role emphasizes strong communication, organization, and problem-solving, with opportunities to collaborate across teams and contribute to client retention and growth.

Qualifications

• 1-2 years of Employee Group Benefit experience.
• 2-3 years customer service experience.
• Associates or Bachelor's Degree preferred.
• Strong interpersonal and written/verbal communication.
• Attention to detail and organizational skills.
• Ability to manage multiple priorities.

Responsibilities

• Promptly identify and resolve client issues (administrative, billing, claims).
• Maintain client account information in the agency system.
• Consult with Client Executive or Account Executive regularly.
• Review and prepare renewal proposals for clients.
• Coordinate renewal materials and enrollment packets for clients.
• Oversee submission of group applications to carriers and assist with implementation.
• Act as liaison to other service departments within benefits division.
• Monitor voicemails, emails, and activities per service standards.
• Attend department and team meetings and training sessions.
• Assist with plan document creation or amendments.
• Document renewal decisions, plans and final rates in the system.

Skills

Employee benefits experience

Customer service

Communication skills

Attention to detail

Organization

Problem solving

Multitasking

Interpersonal skills

Education

Associates or Bachelor's Degree

Job description

Kapnick Insurance Group in Maumee, OH seeks an Account Manager to be the primary contact for small business clients in our employee benefits division. You will manage day-to-day service needs, renewals, and carrier communications to ensure client satisfaction.

The role emphasizes strong communication, organization, and problem-solving, with opportunities to collaborate across teams and contribute to client retention and growth.