Client Advocate MainStreet Employee Benefits - Ann Arbor

Kapnick Insurance Group - Ann Arbor, MI (30+ days ago)4.5


Looking for a company that works hard, has fun and treats their employees with respect! One that gives back to the communities in which it does business. One that hires employees who are motivated by helping others, accountable and driven, caring and empathetic, ethical, always learning and FUN. Then look no further, Kapnick Insurance Group is your employer of choice!

We are seeking an experienced employee benefits professional to be the primary person working in conjunction with the Client Executive in managing the day to day service requirements of our clients. Qualified candidates will have 1-2 years of employee group benefit experience in a customer service role.


Essential Functions Statement(s)

Promptly identify and resolve all client issues (administrative, billing, claims) in a timely manner
Maintain client account information in accordance with established procedures
Consult with Client Executive or Client Manager 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
Participate in department meetings, team meetings, and training sessions as required
Other duties as assigned
Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
Regular and timely attendance is an essential function of the job



Competency Statement(s)

Accuracy - Ability to perform work accurately and thoroughly.
Communication - Ability to communicate effectively with others using the spoken and written word.
Confidentiality - Ability to maintain strict confidentiality in accordance with Kapnick privacy guidelines including but not limited to HIPAA/HITECH as it relates to all divisions of Kapnick Insurance.
Customer Oriented - Ability to take care of the customers' needs while following company procedures.
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Empathetic - Ability to appreciate and be sensitive to the feelings of others.
Flexibility and Stress - Ability to be flexible and handle high stress situations in a professional manner.
Interpersonal - Ability to get along well with a variety of personalities and individuals.
Motivation - Ability to inspire oneself and others to reach a goal and/or perform to the best of their ability.
Organized - Possessing the trait of being organized or following a systematic method of performing a task.
Professionalism - Represent Kapnick professionally both internally and externally at all times.
Relationship Building - Ability to effectively build relationships with customers and co-workers.
Reliability - The trait of being dependable and trustworthy.
Teamwork - Ability to be part of a team and work cohesively to achieve goals.
Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
Working Under Pressure - Ability to complete assigned tasks under stressful situations.


Education: Associate's or Bachelor's Degree, preferred

Experience: 1-2 years Employee Group Benefit Experience, preferred

Computer Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint and Publisher)

Certifications & Licenses: Life and Health license is desirable

Other Requirements: Overtime is expected when required, especially during peak season. Ability to understand and analyze life and health benefit coverages. Must be able to travel for client and staff meetings, when necessary.


This is an office environment in a controlled atmosphere building.