Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. With a team of 200+ professionals, we provide expert guidance and innovative solutions in business insurance, risk management, employee benefits, worksite well-being, and personal insurance. For over 75 years, businesses and individuals have relied on Kapnick as a trusted advisor, ensuring protection for their assets, operations, and employees.
This
Account Manager
position works to create long-term, trusting relationships with our clients and carriers. They develop new business opportunities within the personal lines industry. Their primary responsibility is to proactively managing all services provided to our clients will looking for ways to improve quality and add value.
The Account Manager's essential functions include:
Firm working knowledge of personal lines coverages and services
Promptly identify, manage, and resolve all client issues in a timely manner
Maintain client relationships and determine their coverage needs
Manage clients' risk and ensure all exposures are properly addressed
Negotiate with carrier underwriters on behalf of clients
Actively work on retention of current clients with remarketing of current policies
Provide premium quotations and proposals to prospects and clients per service standards and procedures
Review book of business with the goal of expanding personal lines sales and identifying account rounding opportunities
Prepare invoices, binders, certificates, change requests, and all other service-related items accurately
Assist producers with onboarding of new clients
Maintain client account information in our agency management system and electronic files in accordance with established workflows
Attend department meetings and agency/carrier training sessions
Quality Assurance: New business downloads & Change downloads
Peer-audits
Non-renewal report management
Inactivating clients in EPIC
Service standards/renewal month reconciliation
Other
Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies
Regular and timely attendance is an essential function of the job.
Perform other duties as assigned
Requirements
Associates Degree (two year college or technical school) or work equivalent: Required
1-2 years’ experience in customer facing role: Required
1-2 years’ experience in insurance industry: Preferred
Property & Casualty License: Preferred
Life & Health License: Preferred
Experienced user of Agency Management System
Experienced working with multiple carriers and rating systems
Familiar with Microsoft Office (Word, Excel, Outlook, etc.)
Why Join Kapnick? Industry Leader
– 75+ years of expertise and a reputation for excellence. Growth & Development
– Ongoing training, career advancement opportunities, and professional support. Collaborative Culture
– Work alongside a team of dedicated professionals who value integrity and innovation. Client-Centric Approach
– Make a real impact by helping clients protect what matters most.
If you’re ready to bring your expertise and passion to a company that values its employees and clients alike, we’d love to hear from you
What's in it for you?
A team-based approach to client management
Flexibility
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
#J-18808-Ljbffr
This
Account Manager
position works to create long-term, trusting relationships with our clients and carriers. They develop new business opportunities within the personal lines industry. Their primary responsibility is to proactively managing all services provided to our clients will looking for ways to improve quality and add value.
The Account Manager's essential functions include:
Firm working knowledge of personal lines coverages and services
Promptly identify, manage, and resolve all client issues in a timely manner
Maintain client relationships and determine their coverage needs
Manage clients' risk and ensure all exposures are properly addressed
Negotiate with carrier underwriters on behalf of clients
Actively work on retention of current clients with remarketing of current policies
Provide premium quotations and proposals to prospects and clients per service standards and procedures
Review book of business with the goal of expanding personal lines sales and identifying account rounding opportunities
Prepare invoices, binders, certificates, change requests, and all other service-related items accurately
Assist producers with onboarding of new clients
Maintain client account information in our agency management system and electronic files in accordance with established workflows
Attend department meetings and agency/carrier training sessions
Quality Assurance: New business downloads & Change downloads
Peer-audits
Non-renewal report management
Inactivating clients in EPIC
Service standards/renewal month reconciliation
Other
Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies
Regular and timely attendance is an essential function of the job.
Perform other duties as assigned
Requirements
Associates Degree (two year college or technical school) or work equivalent: Required
1-2 years’ experience in customer facing role: Required
1-2 years’ experience in insurance industry: Preferred
Property & Casualty License: Preferred
Life & Health License: Preferred
Experienced user of Agency Management System
Experienced working with multiple carriers and rating systems
Familiar with Microsoft Office (Word, Excel, Outlook, etc.)
Why Join Kapnick? Industry Leader
– 75+ years of expertise and a reputation for excellence. Growth & Development
– Ongoing training, career advancement opportunities, and professional support. Collaborative Culture
– Work alongside a team of dedicated professionals who value integrity and innovation. Client-Centric Approach
– Make a real impact by helping clients protect what matters most.
If you’re ready to bring your expertise and passion to a company that values its employees and clients alike, we’d love to hear from you
What's in it for you?
A team-based approach to client management
Flexibility
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
#J-18808-Ljbffr