Account Executive - Employee Benefits Middle Market
Kapnick Insurance Group, Adrian, MI, 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
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
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
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