Employee Benefits - Account Manager, Small Group

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

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