Employee Benefits Account Manager - Large Group- AD

Kapnick-Insurance-Group; Adrian (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Full benefits package

Paid holidays including your birthday

Profit sharing and bonus potential

Job summary

Kapnick-Insurance-Group is seeking an Employee Benefits Account Manager for large group clients to drive implementation through renewal. You will nurture relationships with clients, carriers, and internal teams to deliver proactive service and a seamless “dinner table” experience.

The role emphasizes problem-solving, collaboration, and strategic client guidance. You will manage renewals, coordinate carrier changes, and ensure accurate benefit communications while upholding Kapnick standards.

Qualifications

• Bachelor's Degree in a related field required
• 3–5 years experience in group benefits preferred
• Life & Health License required
• Willingness to travel as needed for client meetings and industry events

Responsibilities

• Manage and nurture relationships with large group clients to ensure satisfaction and retention
• Guide clients through complex benefit plans including fully insured and self-funded options
• Collaborate with internal teams to deliver timely, accurate, and proactive service
• Coordinate carrier set up meetings and oversee renewal timelines
• Prepare client communications, renewal materials, and OE updates for meetings
• Lead open enrollment communications and client stewardship activities

Skills

Relationship-building

Problem-solving

Travel flexibility

Education

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

Life & Health License

Tools

Microsoft Office

CRM systems

Job description

Description

Join Our Team as an Employee Benefits Account Manager- Large Group and play a key role in delivering exceptional client benefit strategies from implementation through renewal. You’ll collaborate with clients, carriers, and internal partners to drive seamless onboarding, manage renewals, and provide proactive service that reflects our signature “dinner table” experience. This role is perfect for a seasoned benefits professional who thrives on relationship‑building, problem solving, and guiding clients through complex benefit decisions. If you’re ready to lead strategy, elevate client service, and make a real impact, we’d love to meet you!

As an Employee Benefit Account Manager, you will:

• Manage and nurture relationships with large group clients, ensuring satisfaction and retention.
• Guide clients through the complexities of employee benefit plans, including fully insured and self-funded arrangements.
• Collaborate with internal teams to deliver process-driven results and streamlined solutions.
• Provide proactive, customer-focused support that exceeds expectations.
• A passion for client success and a knack for problem-solving.
• An eye for detail and a love for organization.
• Enthusiasm for teamwork and collaboration.
• A drive to innovate and improve, even if you’re just starting out

Why Join Us?

• Impact: Be a vital part of a team that helps organizations create meaningful benefits solutions for their employees.
• Growth: Opportunities for professional development and career advancement.
• Culture: Work in an environment that values collaboration, innovation, and service excellence.

Our Account Managers create long-term, trusting relationships with our clients. Their primary role is to proactively manage all services provided to our clients while looking for ways to improve quality and add value. In this role, the account manager interacts with the Client/Account Executives 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:

The Account Manager is responsible for the execution of the client benefit strategy. This includes new client implementations, carrier and benefit changes, problem resolution, and collaboration with internal and external service partners for delivery of Kapnick “dinner table” service.

Essential Duties:

• Attend finalist/capabilities meeting if appropriate
• Participate in new business internal and external onboarding meetings
• Gain access to carrier websites as needed
• Participate in call center training
• Complete Account Manager portion of new business implementation checklist
• Read carrier certificates of coverage and policies to develop deep understanding of client coverage.
• Update benefit guides
• Create Final Decisions Document
• Optional: attend strategy meetings
• Prepare client specific, carrier/TPA updates for meeting
• Optional: attend Pre-renewal meeting
• Attend renewal meeting
• Prepare client specific, carrier/TPA updates for meeting
• Take notes and prepare post-meeting summary for team and client
• Accountable for completion of Renewal Decisions document, with assistance from AE, BA, Associate, and others
• Final review of OE guide and presentation - send to AE for final sign off and then to client for approval.
• Final review of annual notice guide and memo.
• Review carrier contracts and updated service agreements - validate against marketing and renewal decisions
• Coordinate carrier set up meetings and manage implementation timelines
• Create carrier termination letters for client signature and insure timely delivery to contract standards
• Establish Open Enrollment Dates and notify TPA services (if applicable)
• Assist with execution of Benefits Administration strategy - external partner, act as an advocate for client. Kapnick solutions, work proactively with team to meet timelines for renewal updates and manage conflicts.
• Participate in Open Enrollment communication meetings in person, virtually, or recorded presentations
• Determine content of OE kits, organize large print jobs, and assist as necessary
• Follow eligibility updates/EDI/OE submission to carriers, processing, and assist with resolution of errors
• Deliver final policies and contracts to clients
• Prepare client specific, carrier/TPA updates for meeting
• Attend post open enrollment and stewardship meeting
• Take notes and prepare post-meeting summary for team and client

Ongoing Service

• Coordinate service and resolution of issues with TPA Services
• Resolve daily client questions and issues. 1 business day response time.
• Proactively manage client expectations
• Coordinate any mid-year employee engagement/communication activities, including, but not limited to - health & wellness and awareness campaigns (if not a Strive client), health fairs, carrier engagement meetings.
• Project management of systemic issues (billing, eligibility, rate problems, claim issues, carrier issues, etc.). Follow up with client on late or misapplied premium payments.
• Lead regularly scheduled client meetings
• Monitor time without contact with client to insure regular touch points.
• Develop strong client and carrier relationships
• Participate in At-Risk Client meetings. If necessary, produce lost business emails and Lessons Learned meetings
• Actively engage in Kapnick sponsored and self directed training opportunities
• Participate in projects and continuous improvement exercises for the betterment of the team and Kapnick as a whole
• Save necessary documents/emails and log activities in EPIC
• Provide proactive direction, oversight and mentoring to Associate Team Members

Requirements

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

• Bachelor's Degree (four-year college or technical school)
• Preferred minimum 3-5 years' experience in group benefits
• Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems
• Life & Health License: Required
• Must be willing and able to travel as necessary and attend industry meetings if so instructed

What's in it for you?

• A team-based approach to client management
• Flexibility
• Full benefits package
• 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