Account Executive - Employee Benefits Middle Market- TL
Kapnick Insurance Group, Maumee, OH, United States
Account Executive
Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 220+ 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. The Account Executive is responsible for developing and managing a 25 year employee benefits strategy that aligns with each client's business goals and objectives. This role provides overall leadership and oversight for the delivery of Kapnick's employee benefits services, ensuring a high-quality client experience. The Account Executive also identifies opportunities for cross-selling and account rounding, while building and maintaining strong, long-term relationships with clients and carrier partners. The Account Executive's essential functions include: Prospect stage: Pre-sale activities New business implementation: First 90 days Strategy: 9 months prior to renewal Pre-renewal: 6 months prior to renewal Renewal: 90 days prior to renewal Open Enrollment & Implementation: 45 days prior to renewal Post Open Enrollment & Stewardship: 60 days after renewal Ongoing service Other Requirements To be considered for the Account Executive position, you should have: Bachelor's degree (four-year college or technical school) Minimum of 5 years experience in group benefits 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 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
Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 220+ 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. The Account Executive is responsible for developing and managing a 25 year employee benefits strategy that aligns with each client's business goals and objectives. This role provides overall leadership and oversight for the delivery of Kapnick's employee benefits services, ensuring a high-quality client experience. The Account Executive also identifies opportunities for cross-selling and account rounding, while building and maintaining strong, long-term relationships with clients and carrier partners. The Account Executive's essential functions include: Prospect stage: Pre-sale activities New business implementation: First 90 days Strategy: 9 months prior to renewal Pre-renewal: 6 months prior to renewal Renewal: 90 days prior to renewal Open Enrollment & Implementation: 45 days prior to renewal Post Open Enrollment & Stewardship: 60 days after renewal Ongoing service Other Requirements To be considered for the Account Executive position, you should have: Bachelor's degree (four-year college or technical school) Minimum of 5 years experience in group benefits 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 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