What are the responsibilities and job description for the Account Manager - Select position at Kapnick Insurance Group?
Description
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.
Account Managers create long-term, trusting relationships with out clients & carriers. They answer client inquiries and identify new business opportunities among existing clients. Their primary role is to actively manage all services provided to our clients while looking for ways to improve quality and add value. In this role, the account manager interacts with the Client/Account Executive and all cross-functional internal teams to improve the entire customer experience. They do all of this while representing our agency in a manner that is consistent with our Core Values.
The Account Manager's Essential Functions include:
- Respond to all client requests received by phone, mail, email, walk in or fax in a timely manner
- Prepare invoices, binders, certificates, change requests, and all other related items accurately following agency service standards and procedures
- Proactively make contact with clients through phone/email/mail as assigned
- Work to manage clients' risk and ensure all exposures are properly addressed
- Prepare and provide premium quotations to prospects and clients per department service standards and procedures
- Manage the collection process for agency billed items
- Prepare proposals for new and renewal accounts per department service standards and procedures
- Utilize and offer company "green" options to clients
- Monitor and manage voicemail, incoming mailboxes, outlook, and activities per agency service standards and procedures
- Promote agency and insurance industry in the community
- Verify and maintain information in our agency management system and electronic files, accurately and consistently ,following department service standards & procedures
- Attend and participate in department meetings and training sessions as required
- Attend & complete programs of self development that are deemed beneficial in the growth of this position.
- Maintain professional working relationships with carrier representatives
Other
- 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 agency 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 Account Manager position, you should have:
- Associates Degree (two year college or technical school) or work equivalent: Preferred
- 6 months of experience in customer facing role: Preferred
- 6 months of experience in insurance industry: Preferred
- Familiar with 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
