Associate Account Manager - Employee Benefits Platinum 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.

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 validated platinum prospects
• Assist with marketing if it is determined to be appropriate for validated platinum 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 Account Executive position, you should have:

• High School Gradua