Flexible Employee Benefits Account Manager

Kapnick Insurance Group; Ann Arbor (MI); Hybrid; USD 48,000 - 70,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays including your生日!

Profit sharing

Bonus potential

Job summary

Kapnick Insurance Group in Ann Arbor, MI, is seeking an Account Manager in our Employee Benefits division. You will be the primary point of contact for day-to-day service requests from our small-business clients.

You will identify and resolve client issues, maintain account data in our agency management system, and coordinate renewals and open enrollment packets. The role emphasizes collaboration with Client Executives to deliver timely, accurate service and proactive client support.

Qualifications

• 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 and ability to manage multiple priorities.

Responsibilities

• 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

Skills

Interpersonal skills

Written and verbal communication

Attention to detail

Organization

Problem solving

Multitasking

Education

Associates or Bachelor's Degree

Job description

Kapnick Insurance Group in Ann Arbor, MI, is seeking an Account Manager in our Employee Benefits division. You will be the primary point of contact for day-to-day service requests from our small-business clients.

You will identify and resolve client issues, maintain account data in our agency management system, and coordinate renewals and open enrollment packets. The role emphasizes collaboration with Client Executives to deliver timely, accurate service and proactive client support.