Account Executive- Employee Benefits - Small Business

Description

Kapnick Insurance is looking for an Employee Benefits Account Executive who combines benefits expertise with a passion for helping clients succeed. You’ll develop long-term strategies, lead renewals and enrollment, solve complex client challenges, and bring internal teams together to deliver an outstanding client experience.

What's in it for you?

• A team-based approach to client management
• 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

Bring your expertise. Build trusted partnerships. Help clients see what’s possible. Apply today!

Requirements

The Account Executive serves as a strategic partner to Employee Benefits clients, developing and executing long-term benefits strategies aligned with their business, financial, and employee engagement goals. This role leads client service and retention efforts, oversees renewals, enrollment, complex claims, communications, and key deliverables while coordinating closely with internal service teams and other business units. The Account Executive also maintains advanced benefits and regulatory expertise, proactively addresses client needs, and supports ongoing client education and relationship development.

· Work in partnership with clients, develop long term strategy for Employee Benefits that align with client business goals. Manage the execution of the strategy with regard to the financial market, and employee engagement goals

· Provide a high level of service to the client in a manner which allows the Client Executive the opportunity to achieve maximum account retention and sales volume consistent with corporate goals

· Accept responsibility for significant problems on current accounts, to work with team members to develop solutions and to communicate these to clients in a manner consistent with our Core Values.

· Promptly respond to client and service team members requests.

· Present renewals to clients and deliver policies.

· Coordinate and assist with all internal activities (i.e. communicating, annual calendars, project plans, customer service, group marketing, etc.) to properly service existing and prospective clients

· Advanced level technical product knowledge and coverage interpretation

· Oversee timely and accurate deliverables within established company standards

· Document client meetings with a conference report of the discussion, decisions, and action items

· Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to assure a consistently higher level of service

· Oversee open enrollment facilitation and conduct open enrollment meetings with Client Executive and/or Account Manager

· Identify opportunities for employee education and prepare presentations or collaborate as needed with Corporate Communications to create ad-hoc communication

· Handle complex claim situations with Account Manager

· Maintain technical insurance skills and product knowledge, satisfy continuing education and licensing requirements

· Promote agency and insurance industry in the community

· Perform special projects at Client Executive request

· Maintain working knowledge of Federal and State Legislation as it relates to the benefits division and properly communicate to all involved service team members

· Coordinate services available from other Kapnick business units and service teams.

· Monitor and manage voice mail, incoming mailboxes, outlook and activities, per agency guidelines

· Pursue a program for personal and professional development

· Attend and participate in department meetings, team meetings and training sessions as required

Qualifications

· Bachelor's Degree (four-year college or technical school)

· Minimum of 3-5 years experience in group benefits and 1+ years as an Account Executive or similarly situated position

· Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems

· Life & Health License: Required

· Must be willing and able to travel as necessary and attend industry meetings if so instructed