Commercial Insurance Account Manager

Account Manager 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. This Account Manager position works to create long‑term, trusting relationships with our clients and carriers. They are the primary point of contact in managing the day‑to‑day service requirements of our clients. They are responsible for the day‑to‑day service provided to our clients. The Account Manager's essential functions include: Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner. Create certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures. Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations. Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change. Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts. Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts. Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies. Have an understanding of loss information and histories on assigned accounts. Understand and provide training to clients for Kapnick Connect. Maintain monthly expiration lists and coordination of Auto ID mailings. Process and issue bonds and flood coverage/policies. Process cancellations, using agency procedures. Work as a team with others on assigned accounts. Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines. Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures. Set up and process new business clients with guidance from the Account Executive. Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required. Assist team members, contacting the client and carrier for information as requested. Inform others of carrier programs or changes in coverage or procedures. Requirements 3 plus years of experience in Customer Service 3 plus years of Commercial Insurance experience High School Graduate or General Education Degree (Required) Strong interpersonal and communication skills (written and verbal) Strong attention to detail Strong Math skills Organization skills Ability to manage multiple priorities simultaneously Property & Casualty License: Preferred What's in it for you? A team‑based approach to client management Full benefits package including medical, dental, vision and so much more 11 paid holidays including your birthday! Competitive Salary Profit sharing (after a year of service) Flexibility A caring, family‑like workplace culture that has something for everyone. Have you got what it takes to join our award‑winning team? Apply today and let's find out! #J-18808-Ljbffr Kapnick Insurance Group