Proactive Benefits Account Manager – Client Partner

Kapnick Insurance Group; Toledo, Northern (OH, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Profit sharing

Bonus potential

Collaborative culture

Job summary

Kapnick Insurance Group in Toledo, OH is seeking a high-performing Employee Benefits Account Manager who builds trusted client relationships and proactively manages the annual service lifecycle, including renewals, plan changes, and ongoing service.

You will own day-to-day client experience, collaborate with cross-functional teams, and identify opportunities to improve quality, efficiency, and value while upholding Kapnick's core values.

Qualifications

• Three or more years of employee benefits account management or client service experience.
• Strong knowledge of employee benefits products, plan designs, and carriers.
• Ability to communicate confidently with clients, employees, carriers, vendors, and internal partners.
• Excellent planning, organization, and attention to detail in a fast-paced environment.
• Active state Accident and Health insurance license preferred; ability to obtain licensing.
• Bachelor’s or associate degree preferred.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients, managing renewal, open enrollment, and ongoing service.
• Coordinate renewal analysis, materials, and implementation with cross-functional teams.
• Document decisions, action items, and deadlines and maintain client records.
• Lead renewal and open enrollment discussions and set expectations.
• Escalate issues and coordinate appropriate resources to resolve client concerns.
• Promote Kapnick and contribute to a collaborative team environment.

Skills

Employee Benefits

Account Management

Client Service

Communication

Planning

Attention to Detail

Education

Associate or Bachelor’s degree preferred

Tools

EPIC

Agency Management System

Microsoft Outlook

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Kapnick Insurance Group in Toledo, OH is seeking a high-performing Employee Benefits Account Manager who builds trusted client relationships and proactively manages the annual service lifecycle, including renewals, plan changes, and ongoing service.

You will own day-to-day client experience, collaborate with cross-functional teams, and identify opportunities to improve quality, efficiency, and value while upholding Kapnick's core values.