Employee Benefits - Account Manager, Small Group

Kapnick-Insurance-Group; Maumee (OH); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays including your basic/

Profit sharing

Bonus potential

A caring workplace culture that has a

Job summary

Kapnick Insurance in Maumee, OH is seeking an Account Manager in our employee benefits division. You will be the primary contact handling day-to-day service requests for small business clients, coordinating renewals, enrollment materials, and carrier documents.

The role emphasizes problem solving, strong communication, and organization as you liaise with executives, other departments, and clients to ensure accurate account information and timely service.

Qualifications

• 1-2 years of Employee Group Benefit experience (preferred).
• 2-3 years of customer service experience.
• Associates or Bachelor’s Degree preferred.
• Strong interpersonal and written/verbal communication skills.
• Excellent attention to detail and organization.
• Ability to manage multiple priorities simultaneously.

Responsibilities

• Promptly identify and resolve client issues (administrative, billing, claims).
• Maintain client account information in the agency management system per procedures.
• Consult with Client Executive or Account Executive regularly.
• Review and prepare renewal proposals for clients.
• Coordinate renewal materials and enrollment packets with carriers.
• Oversee submission of group applications and assist with implementation.
• Act as liaison to other service departments within benefits division.
• Monitor voicemail, 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

Customer service

Interpersonal communication

Attention to detail

Organization

Problem solving

Multitasking

Education

Associate or Bachelor's Degree

Tools

Agency management system

Job description

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.

This Account Manager position works with small businesses in our employee benefits division. They are the primary point of contact in managing the day-to-day service requirements of our clients. The Account Manager's essential functions include:

• Promptly identify and resolve all client issues (administrative, billing, claims) in a timely manner
• Maintain client account information in Kapnick’s agency management system in accordance with established procedures
• Consult with Client Executive or Account Executive on a regular basis
• Review and prepare renewal proposals for clients
• Coordinate renewal confirmation materials and open enrollment packets for clients, including required carrier documents and customized client employee communication materials
• Oversee the submission of group applications to insurance carriers and assist with the implementation process of client's policies
• Act as client's liaison to other service departments within our benefits division
• Monitor and manage voicemail, incoming mailboxes, outlook, and activities in accordance with agency service standards
• Attend and participate in department meetings, team meetings, and training sessions as required
• Facilitate plan document creation or amendments using internal or external resources
• Document client renewal decisions, plans and final rates in the agency management system

Requirements

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

• 1-2 years of Employee Group Benefit experience: Preferred
• 2-3 years customer service experience
• Associates or Bachelor's Degree (preferred)
• Strong interpersonal and communication skills (written and verbal)
• Strong attention to detail
• Organization skills
• Like to solve problems
• Able to manage multiple priorities simultaneously

What's in it for you?

• A team-based approach to client management
• Full benefits package
• 11 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