Client Manager - Account Executive - Employee Benefits Middle Market- Troy

Job Type

Full-time

Description

The Client Manager/Account Executive will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supportstheir financial and organizational goals, and providing renewal management with oversight, and guidance. The Client Manager/Account Executive is responsible for developing and managing a 2-5 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 role also identifies opportunities for cross-selling and account rounding, while building and maintaining strong, long-term relationships with clients and carrier partners.

Position responsibilities:

Prospect Stage

:

Pre-sale activities

When necessary for validated middle group prospects, participate in review of current benefit strategy/ alignment to Kapnick value proposition.
Engage in development of capabilities meeting and micro-site content, attend capabilities meeting. Assist with content relevant to strategy and service milestones.
Create consulting/service agreement
New Business Implementation: First 90 days

Attend new business internal and client-facing onboarding meeting. Support entire team in understanding new client, provide copies of consulting/service agreement, and facilitate an informed onboarding.
Establish client service calendar and schedule 1st quarterly meeting
Conduct compliance assessment
Identify Kapnick Lens integration needs (Innovu, Epoch) and coordinate with Analytics Consultant
Strategy: 9 months prior to renewal

Create and update a short and long term strategy across multiple EB disciplines.
Identify components of strategy to be considered for upcoming renewal. Schedule carrier/partner meetings to introduce new ideas to client
Identify needed benchmarking and communicate to BA
Collaborate with Analytics Consultant to deliver Trend Driver report
Collaborate with Analytics Consultant to determine supporting Lens reports appropriate to client
Conduct pre-meeting collaboration session with other members of the team.
Create content and deliver client strategy meeting
Take clear notes or assign note taking to another service team member. Follow up with meeting summary, decisions, and open items.
Pre-Renewal: 6 months prior to renewal

Create content and deliver client pre-renewal meeting
Based on client feedback, develop a marketing strategy in collaboration with BA
Identify account rounding opportunities
Conduct pre-meeting collaboration session with other members of the team.
Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.
Renewal: 90 days prior to renewal

Create content and deliver client renewal meeting
Develop timeline for renewal decisions and open enrollment with clear expectations, reasonable time for completion, and adherence to internal deadlines.
Conduct pre-meeting collaboration session with other members of the team.
Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.
Open Enrollment & Implementation: 45 days prior to renewal

Create smooth hand-off to service team. Communicate client decisions to all service team members clearly
Assist Account Manager with Renewal Decisions Document, as appropriate
Review and approve Renewal Decisions Document
Participate in Open Enrollment communication meetings in person, virtually, or recorded presentations.
Final sign off on guides and presentations
Post Open Enrollment & Stewardship: 60 days after renewal

If no Sr. BA: Audit and send Comp Disclosure to client
Create content and deliver Post OE/Stewardship meeting
Conduct pre-meeting collaboration session with other members of the team.
Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.
Ongoing Service

Provide oversight to overall client experience, holding team members accountable to client and each other.
Escalated service and carrier issues
Resolve internal conflict proactively. Identify training and development opportunities and escalate to leadership
Understand market trends, new opportunities and developments that could be relevant to your clients - vet promising, yet untried solutions for feasibility
Identify cross-sell opportunities
When no Sr Level BA: provide client commentary on standard financial package, insights and recommendations. Answer client financial questions.
Audit and deliver PCORI fees to client
Participate in At-Risk Client Meetings. If necessary, Lessons Learned Meetings
Act as a mentor to the more junior members of the team and actively transfer knowledge and experience for the betterment of others.
Actively engage in Kapnick sponsored and self directed training opportunities
Participate in projects and continuous improvement exercises for the betterment of the team and Kapnick as a whole
Record significant events, emails, presentations, and project work in EPIC.
Provide direction and oversight to Associate Team Members
Create strong partnerships with carriers
Foster strong client relationships
Manage appropriate service boundaries with team and client
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
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

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