Account Manager

2 weeks ago

Ann Arbor, United States Kapnick & Company, Inc. Full time

Job Type

Full-time

Description

About Kapnick Insurance:

Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 180+ 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.

This Account Manager position in our Manufacturing Practice Group works to create long-term, trusting relationships with our clients and carriers. They are the primary point of contact in managing the day-to-day service requirements of our clients. They are responsible for the day-to-day service provided to our clients.

The Account Manager's essential functions include:

  • Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.
  • Create binders, certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.
  • Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations.
  • Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.
  • Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.
  • Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.
  • Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies.
  • Have an understanding of loss information and histories on assigned accounts.
  • Understand and provide training to clients for Kapnick Connect.
  • Maintain monthly expiration lists and coordination of Auto ID mailings.
  • Process and issue bonds and flood coverage/policies.
  • Process cancellations, using agency procedures.
  • Work as a team with others on assigned accounts.
  • Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.
  • Log in any unprocessed mail.
  • Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.
  • Set up and process new business clients with guidance from the Account Executive.
  • Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.
  • Assist team members, contacting the client and carrier for information as requested.
  • Inform others of carrier programs or changes in coverage or procedures.
Requirements

To be considered for the Account Manager position, you should have:
  • 3 plus years of experience in Customer Service
  • 3 plus years of Commercial Insurance experience
  • High School Graduate or General Education Degree (Required)
  • Strong interpersonal and communication skills (written and verbal)
  • Strong attention to detail
  • Organization skills
  • Ability to manage multiple priorities simultaneously.
What's in it for you?
  • A team-based approach to client management
  • Full benefits package including medical, dental, vision and so much more.
  • 11 paid holidays including your birthday
  • Summer Fridays
  • Competitive Salary
  • Profit sharing (after a year of service)
  • Flexibility
  • A caring, family like workplace culture that has something for everyone.

Have you got what it takes to join our award-winning team? Apply today and let's find out

Full job description

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