Commercial Insurance Account Manager

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Job Type

Full-time

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:

• Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.
• Create certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.
• 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.
• Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.
• Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.
• Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.
• 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.
• Have an understanding of loss information and histories on assigned accounts.
• Understand and provide training to clients for Kapnick Connect.
• Maintain monthly expiration lists and coordination of Auto ID mailings.
• Process and issue bonds and flood coverage/policies.
• Process cancellations, using agency procedures.
• Work as a team with others on assigned accounts.
• Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.
• Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.
• Set up and process new business clients with guidance from the Account Executive.
• Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.
• Assist team members, contacting the client and carrier for information as requested.
• Inform others of carrier programs or changes in coverage or procedures.

Requirements

To be considered for the Account Manager position, you should have:

• 3 plus years of experience in Customer Service
• 3 plus years of Commercial Insurance experience
• High School Graduate or General Education Degree (Required)
• Strong interpersonal and communication skills (written and verbal)
• Strong attention to detail
• Strong Math skills
• Organization skills
• Ability to manage multiple priorities simultaneously
• Property & Casualty License: Preferred

What's in it for you?

• A team-based approach to client management
• Full benefits package including medical, dental, vision and so much more
• 11 paid holidays including your birthday!
• Competitive Salary
• Profit sharing (after a year of service)
• Flexibility
• 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!