Associate Account Manager

3 weeks ago

Troy, United States Kapnick & Company, Inc. Full time

Job Type

Full-time

Description

Join Our Team as an Entry-Level Associate Account Manager Are you ready to kickstart your career in a dynamic role where every day is a new adventure? We're on the hunt for a passionate Entry-Level Associate Account Manager to help our clients shine throughout their entire journey with us-from pre-sale excitement to post-renewal celebrations And guess what? No insurance experience is needed

What You'll Be Rockin':

  • Benchmarking & Marketing: Jump in and assist with strategic marketing initiatives for our platinum prospects. Your fresh ideas will help us stand out
  • Implementation Wizard: Work your magic in EPIC to ensure new business launches smoothly. You'll help create client service calendars that keep everything on track
  • Data Detective: As renewals approach, you'll run benchmarking reports and assist with cost comparisons, ensuring our clients get the best value with our Lens reports.
  • Open Enrollment Superstar: Prepare essential documents and wow our clients during presentations-your enthusiasm and eagerness to learn will shine through
  • Post-Renewal Maestro: After the confetti settles, you'll audit carrier implementations, update policies, and manage all the necessary documentation like a pro.
  • Claims Connoisseur: Tackle routine claims and keep client records sparkling fresh while participating in exciting special projects
  • Process Improvement Advocate: Help us refine our processes and uphold our company values as you contribute to a culture of excellence.
What You Bring to the Table:
  • A passion for client success and a knack for problem-solving.
  • An eye for detail and a love for organization.
  • Enthusiasm for teamwork and collaboration.
  • A drive to innovate and improve, even if you're just starting out
If you're ready to make an impact in a fun, fast-paced environment and kick off your career with us-no insurance experience needed-we'd love to meet you Let's embark on this journey together-apply today and help us take our client relationships to the next level

This Associate Account Manager position supports the client lifecycle, from pre-sale to post-renewal. They will assist with benchmarking and marketing for platinum prospects, audit new business implementation in EPIC, and help create client service calendars. As renewals approach, they will run benchmarking reports, assist with cost comparisons, and support strategy with Lens reports. During open enrollment, they will prepare key documents and assist with presentations. Post-renewal, they will audit carrier implementations, update policies, and manage necessary documentation. Additionally, they will handle routine claims, update client records, and participate in special projects, all while focusing on process improvements and upholding company values.

The Associate Account Manager's essential functions include:

Prospect Stage Pre-Sale Activities
  • Assist with benchmarking as needed for validated platinum prospects
  • Assist with marketing if it is determined to be appropriate for validated platinum prospects
New Business Implementation - First 90 days
  • Audit new implementation set up in EPIC (Agency Management System), set up shared file folder structure
  • Create Kapnick Contact List for client
  • Assist AE with Client Service Calendar
Strategy - 9 months prior to renewal
  • Run benchmarking report as direct by BA
  • Assist with standard Lens reports to support strategy
Pre-renewal - 6 months prior to renewal
  • Cost/Comparison template prep
Renewal - 90 days to renewal
  • Assist with standard Lens reports to support strategy
Open Enrollment & Implementation - 45 days prior to renewal
  • Assist AM with renewal decisions, document as appropriate
  • Pull Annual Notice Guide, customize client memo, and save documents in EPIC for AM to review
  • 1st draft OE presentation and benefit guide- provide to AM for review
  • Handle large print jobs and OE packet creation at direction of AM, with assistance from office admin team if needed
Post Open Enrollment & Stewardship - 60 days after renewal
  • Audit new carrier/product implementation in EPIC
  • Using Centro and finalized cost/comp, create 1st draft comp disclosure-send to BA
  • Policy maintenance in EPIC (renew policies, add any new policies, cancel any policies)
  • Confirm final OE presentation is saved in EPIC
  • Save final rates to EPIC policies
  • Confirm updated carrier Group Account Structures are saved in EPIC
  • Receive required documents (BAAGs, SBCs, Final Rates) from AM and save to policies in EPIC
  • Review required documents saved to policies & issue policies in EPIC
  • Assist with standard Lens reports to support strategy
Ongoing Service
  • Handle routine claim and EOB questions-escalate to AM for complex issues
  • Pull carrier reports for Epoch and BA needs
  • Collect Schedule A and review 5500 draft
  • Keep standard attachments up to date in EPIC (BAAGs, SBC, Certificates)
  • Participate in at-risk client meetings and lessons learned meetings. If necessary, terminate client in EPIC
  • Client/Carrier contact updates in EPIC
  • Pull carrier invoices. Post renewal and new carrier invoice audit
  • Create and update commission estimates using Centro and sold Cost/Comp
  • Special projects as assigned by BA or AM
  • Assist practice leader with EPIC reports
  • 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
  • Save necessary documents/emails and log activities in EPIC
  • Complete monthly E & O audits on selected clients
  • 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 firm 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 Associate Account Manager position, you should have:
  • High School Graduate or General Education Degree (GED): Required
  • No prior insurance experience is necessary
  • Ability to prioritize
  • Ability to manage time well & complete deadline-driven tasks
  • Working knowledge of Microsoft Office (Word, Excel, Outlook, etc.)
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

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