Strategic Employee Benefits Client Leader

Kapnick Insurance; Troy (MI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Full benefits package

11 paid holidays

Profit sharing

Bonus potential

Job summary

Kapnick Insurance seeks a Client Manager/Account Executive to lead client relationships and renewals within employee benefits. You will anticipate client needs, coordinate strategy, and drive cross‑selling while ensuring a high‑quality client experience.

You will develop a 2–5 year benefits plan aligned to client goals, collaborate with Analytics regarding trends, and maintain strong carrier partnerships. Some travel to client sites is required.

Qualifications

• Bachelor's degree required and 5+ years in group benefits.
• Excellent computer skills including Word, Excel, Outlook, PowerPoint, Teams.
• Life & Health License required.
• Ability to travel as necessary.

Responsibilities

• Provide quality client management of relationships and anticipate client needs.
• Lead renewal management with oversight and guidance; develop 2–5 year employee benefits strategy.
• Identify cross‑selling and account rounding opportunities; build long‑term client and carrier partnerships.
• Coordinate with Analytics Consultant and carriers to deliver insights and reports.
• Oversee onboarding, quarterly meetings, and client communications.

Skills

Client management

Relationship building

Communication skills

Education

Bachelor's Degree

Tools

Agency Management Systems

Microsoft Office

Job description

Kapnick Insurance seeks a Client Manager/Account Executive to lead client relationships and renewals within employee benefits. You will anticipate client needs, coordinate strategy, and drive cross‑selling while ensuring a high‑quality client experience.

You will develop a 2–5 year benefits plan aligned to client goals, collaborate with Analytics regarding trends, and maintain strong carrier partnerships. Some travel to client sites is required.