Associate Account Manager
2 weeks ago
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
-
Associate Account Manager
3 weeks ago
Troy, United States Kapnick & Company, Inc. Full timeJob Type Full-timeDescriptionJoin 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...
-
Associate Account Manager
2 weeks ago
Troy, United States Kapnick & Company, Inc. Full timeJob 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...
-
Associate Account Manager
3 weeks ago
Troy, United States Kapnick & Company, Inc. Full timeJob 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...
-
Associate Account Manager
3 weeks ago
Troy, United States Kapnick & Company, Inc. Full timeJob 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...
-
Accounting Manager
3 weeks ago
Troy, United States Flagstar Bank, N.A. Full timePosition Title Accounting Manager Location Headquarters-Troy, MI Job Summary The Accounting Manager is responsible for all areas relating to financial reporting. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. The Accounting Manager...
-
Account Manager
1 month ago
Troy, Michigan, United States Aim Global Solutions Full timeJob OpportunityAim Global Solutions is seeking a skilled Account Manager to join our team in Troy, MI.This is a contract placement opportunity with a Tier 1 Automotive supplier. As an Account Manager, you will be responsible for building and maintaining strong relationships with the customer, managing accounts, and achieving sales targets.The ideal candidate...
-
Sales Account Manager
3 months ago
Troy, United States Shore Marketing Group Full timeShore Marketing Group is currently seeking an entry level Sales Account Manager for one of the leading sales consultancy firms in the local area. This firm is known for its forward-thinking management and ability to develop innovative marketing & promotional advertising based campaigns for their clients. The entry level Sales Account Manager is a vital...
-
Account Manager
7 days ago
Troy, United States Step Up Recruiting Full timeMust have electrical engineering degree Position Summary: The Account Manager is responsible for driving the expansion of sales with both existing and new customers. In this role, you will work to understand customer needs and identify motor solutions that complement their applications. This position involves active participation in sales, customer...
-
Account Manager
3 weeks ago
Troy, United States Your Hiring Coaches Full timeMust have electrical engineering degreePosition Summary: The Account Manager is responsible for driving the expansion of sales with both existing and new customers. In this role, you will work to understand customer needs and identify motor solutions that complement their applications. This position involves active participation in sales, customer service,...
-
Sales Account Manager
2 weeks ago
Troy, United States PPG Industries Full timePPG is hiring for a Sales Account Manager who will manage and maintain all assigned accounts, identify future business opportunities and develop strong customer relationships. You will troubleshoot and recommend solutions for commercial and technical issues along with working closely with operation team. You will report to the Global Sales Director. Key...
-
Sales Account Manager
2 weeks ago
Troy, United States PPG Industries Full timePPG is hiring for a Sales Account Manager who will manage and maintain all assigned accounts, identify future business opportunities and develop strong customer relationships. You will troubleshoot and recommend solutions for commercial and technical issues along with working closely with operation team. You will report to the Global Sales Director. Key...
-
Sales Account Manager
5 days ago
Troy, United States PPG Industries Full timePPG is hiring for a Sales Account Manager who will manage and maintain all assigned accounts, identify future business opportunities and develop strong customer relationships. You will troubleshoot and recommend solutions for commercial and technical issues along with working closely with operation team. You will report to the Global Sales Director. Key...
-
Commercial Lines Account Manager
1 month ago
Troy, Michigan, United States Brown & Brown Insurance Full timeBuilt on meritocracy, our company culture rewards self-starters and those who prioritize customer satisfaction.We are seeking a detail-oriented and experienced Commercial Lines Account Manager to join our team in Michigan. In this role, you will be responsible for managing a diverse portfolio of commercial insurance accounts, ensuring exceptional client...
-
Senior Account Manager
4 weeks ago
Troy, Michigan, United States Integra Partners Full timeAbout the PositionIntegra Partners is seeking a Senior Account Manager for our Network Expansion team. This role combines strategic account management, fast-paced sales, and problem-solving skills. We are looking for candidates with exceptional account management abilities, a strong desire to sell, and a willingness to tackle new challenges associated with...
-
Account Manager
5 days ago
Troy, United States Step Up Recruiting Full timeMust have electrical engineering degree Position Summary: The Account Manager is responsible for driving the expansion of sales with both existing and new customers. In this role, you will work to understand customer needs and identify motor solutions that complement their applications. This position involves active participation in sales, customer...
-
Commercial Lines Account Manager
1 month ago
Troy, United States Brown & Brown Insurance Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are looking for a detail-oriented and experienced Commercial Lines Account Manager to join our team in Michigan. In this role, you will be responsible for managing a diverse portfolio of commercial insurance...
-
National Account Manager
4 weeks ago
Troy, Ohio, United States ITW Full timeAbout the RoleWe are seeking a highly skilled National Account Manager to join our team at ITW Food Equipment Group. As a National Account Manager, you will be responsible for planning, organizing, directing, and controlling activities to achieve total revenue and profit goals with assigned Key National Accounts.Key ResponsibilitiesDevelop annual strategic...
-
Account Manager
3 weeks ago
Troy, United States Gables Search Group Full timeMust have electrical engineering degree Position Summary: The Account Manager is responsible for driving the expansion of sales with both existing and new customers. In this role, you will work to understand customer needs and identify motor solutions that complement their applications. This position involves active participation in sales, customer service,...
-
Account Manager
6 days ago
Troy, United States International Staff Consulting Full timeMust have electrical engineering degree Position Summary: The Account Manager is responsible for driving the expansion of sales with both existing and new customers. In this role, you will work to understand customer needs and identify motor solutions that complement their applications. This position involves active participation in sales, customer service,...
-
Account Manager
3 weeks ago
Troy, United States Your Hiring Coaches Full timeMust have electrical engineering degree Position Summary: The Account Manager is responsible for driving the expansion of sales with both existing and new customers. In this role, you will work to understand customer needs and identify motor solutions that complement their applications. This position involves active participation in sales, customer service,...
