Account Executive- Employee Benefits - Small Business

Kapnick Insurance GroupAnn Arbor, MI

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Paid Holidays

Job Description

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Job Type

Full-time

Description

Kapnick Insurance is looking for an Employee Benefits Account Executive who combines benefits expertise with a passion for helping clients succeed. You'll develop long-term strategies, lead renewals and enrollment, solve complex client challenges, and bring internal teams together to deliver an outstanding client experience.

What's in it for you?

A team-based approach to client management
Full benefits package
11 paid holidays including your birthday!
Competitive Salary
Profit sharing (after a year of service)
Bonus potential
A caring workplace culture that has something for everyone

Bring your expertise. Build trusted partnerships. Help clients see what's possible. Apply today!

Requirements

The Account Executive serves as a strategic partner to Employee Benefits clients, developing and executing long-term benefits strategies aligned with their business, financial, and employee engagement goals. This role leads client service and retention efforts, oversees renewals, enrollment, complex claims, communications, and key deliverables while coordinating closely with internal service teams and other business units. The Account Executive also maintains advanced benefits and regulatory expertise, proactively addresses client needs, and supports ongoing client education and relationship development.

Work in partnership with clients, develop long term strategy for Employee Benefits that align with client business goals. Manage the execution of the strategy with regard to the financial market, and employee engagement goals
Provide a high level of service to the client in a manner which allows the Client Executive the opportunity to achieve maximum account retention and sales volume consistent with corporate goals
Accept responsibility for significant problems on current accounts, to work with team members to develop solutions and to communicate these to clients in a manner consistent with our Core Values.
Promptly respond to client and service team members requests.
Present renewals to clients and deliver policies.
Coordinate and assist with all internal activities (i.e. communicating, annual calendars, project plans, customer service, group marketing, etc.) to properly service existing and prospective clients
Advanced level technical product knowledge and coverage interpretation
Oversee timely and accurate deliverables within established company standards
Document client meetings with a conference report of the discussion, decisions, and action items
Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to assure a consistently higher level of service
Oversee open enrollment facilitation and conduct open enrollment meetings with Client Executive and/or Account Manager
Identify opportunities for employee education and prepare presentations or collaborate as needed with Corporate Communications to create ad-hoc communication
Handle complex claim situations with Account Manager
Maintain technical insurance skills and product knowledge, satisfy continuing education and licensing requirements
Promote agency and insurance industry in the community
Perform special projects at Client Executive request
Maintain working knowledge of Federal and State Legislation as it relates to the benefits division and properly communicate to all involved service team members
Coordinate services available from other Kapnick business units and service teams.
Monitor and manage voice mail, incoming mailboxes, outlook and activities, per agency guidelines
Pursue a program for personal and professional development
Attend and participate in department meetings, team meetings and training sessions as required

Qualifications

Bachelor's Degree (four-year college or technical school)
Minimum of 3-5 years experience in group benefits and 1+ years as an Account Executive or similarly situated position
Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems
Life & Health License: Required
Must be willing and able to travel as necessary and attend industry meetings if so instructed

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FAQs About Account Executive- Employee Benefits - Small Business Jobs at Kapnick Insurance Group

What is the work location for this position at Kapnick Insurance Group?

This job at Kapnick Insurance Group is located in Ann Arbor, MI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Kapnick Insurance Group?

Employer has not shared pay details for this role.

What employment applies to this position at Kapnick Insurance Group?

Kapnick Insurance Group lists this role as a Full-time position.

What experience level is required for this role at Kapnick Insurance Group?

Kapnick Insurance Group is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Kapnick Insurance Group for this role?

Kapnick Insurance Group offers Paid Holidays for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Kapnick Insurance Group?

You can apply for this role at Kapnick Insurance Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.