Client Success Specialist

4 weeks ago


Troy, Michigan, United States Kapnick & Company, Inc. Full time
Job Title: Client Success Specialist

Job Summary:

We are seeking a highly motivated and detail-oriented Client Success Specialist to join our team at Kapnick & Company, Inc. As a Client Success Specialist, you will play a critical role in ensuring the success of our clients by providing exceptional service and support.

Key Responsibilities:

* Assist with benchmarking and marketing initiatives for platinum prospects
* Audit new business implementation in EPIC (Agency Management System)
* Create client service calendars and assist with strategy
* Run benchmarking reports and assist with cost comparisons
* Prepare essential documents and present to clients
* Audit carrier implementations and update policies
* Handle routine claims and update client records

Requirements:

* High School Graduate or General Education Degree (GED)
* Ability to prioritize and manage time well
* Working knowledge of Microsoft Office

What We Offer:

* 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

About Us:

Kapnick & Company, Inc. is a dynamic and growing company that values its employees and clients. We are committed to providing exceptional service and support to our clients and creating a positive and inclusive work environment for our employees.

How to Apply:

If you are a motivated and detail-oriented individual who is passionate about providing exceptional service and support, we encourage you to apply for this exciting opportunity.

Contact Information:

Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you

Equal Employment Opportunity:

Kapnick & Company, Inc. is an equal employment opportunity employer and welcomes applications from diverse candidates.

Accommodation:

We are committed to providing reasonable accommodation to applicants with disabilities. If you require accommodation, please contact us at [insert contact information].

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