Description:
About Kapnick Insurance:
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 to create long-term, trusting relationships with our clients and carriers. They are the primary point of contact in managing the day-to-day service requirements of our clients. They are responsible for the day-to-day service provided to our clients.
The Account Manager's essential functions include:
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Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.
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Create certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.
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Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations.
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Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.
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Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.
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Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.
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Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies.
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Have an understanding of loss information and histories on assigned accounts.
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Understand and provide training to clients for Kapnick Connect.
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Maintain monthly expiration lists and coordination of Auto ID mailings.
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Process and issue bonds and flood coverage/policies.
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Process cancellations, using agency procedures.
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Work as a team with others on assigned accounts.
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Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.
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Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.
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Set up and process new business clients with guidance from the Account Executive.
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Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.
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Assist team members, contacting the client and carrier for information as requested.
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Inform others of carrier programs or changes in coverage or procedures.
Requirements:
To be considered for the Account Manager position, you should have:
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3 plus years of experience in Customer Service
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3 plus years of Commercial Insurance experience
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High School Graduate or General Education Degree (Required)
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Strong interpersonal and communication skills (written and verbal)
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Strong attention to detail
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Strong Math skills
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Organization skills
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Ability to manage multiple priorities simultaneously
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Property & Casualty License: Preferred
What's in it for you?
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A team-based approach to client management
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Full benefits package including medical, dental, vision and so much more
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11 paid holidays including your birthday!
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Competitive Salary
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Profit sharing (after a year of service)
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Flexibility
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A caring, family like workplace culture that has something for everyone.
Have you got what it takes to join our award-winning team? Apply today and let's find out!
