About this opportunity
Kapnick Insurance Group lists this Associate Account Manager - Employee Benefits opportunity in troy, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 needed and training provided!
Where You’ll Make an Impact:
Benchmarking & Marketing: Jump in and assist with strategic marketing initiatives for our middle market 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!
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 middle market prospects
Assist with marketing if it is determined to be appropriate for middle market 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
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Worksite address
troy, MI, 48083, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.