Employee Benefits - Account Manager, Small Group

Kapnick Insurance; Maumee (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays

Profit sharing

Bonus potential

Caring workplace culture

Job summary

Kapnick Insurance is seeking an Account Manager for our Employee Benefits division. You will be the primary contact for day-to-day service needs of our small business clients, focusing on accuracy, timely responses, and smooth renewal processes.

Responsibilities include identifying client issues, preparing renewal proposals, coordinating enrollment materials, and acting as liaison with other service departments to ensure service standards are met.

Qualifications

• 1-2 years of Employee Group Benefit experience.
• 2-3 years customer service experience.
• Associates or Bachelor's Degree (preferred).

Responsibilities

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

Job Type

Full-time

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

• 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