Client Success Specialist
4 weeks ago
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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