Client Manager - Employee Benefits - Ann Arbor, MI

Kapnick Insurance Group Ann Arbor, MI

To assist the Client Executive and account service team with existing and prospective client accounts in a manner that assures successful long-term relationships resulting in loyal clients. Represent our agency in a manner consistent with our Core Values and make Kapnick Insurance Group the best in our business.


Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

* 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 Client Advocate

* 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 Client Advocate

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

* Promote agency and insurance industry in the community

* Offer innovation and process improvements where possible to help with agency wide improvements and efficiencies

* 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, service teams and be a part of the Compliance Center of Excellence Committee

* 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

* Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you

* Perform other duties and projects as required


Competency Statement(s)

* Analytical Skills - Ability to use thinking and reasoning to solve a problem.

* Accountability - Ability to accept responsibility and account for his/her actions.

* Communication - Ability to communicate effectively with others using the spoken and written word.

* Confidentiality - Ability to maintain strict confidentiality in accordance with Kapnick privacy guidelines including but not limited to HIPAA/HITECH as it relates to all divisions of Kapnick Insurance.

* Customer Oriented - Ability to take care of the customers' needs while following company procedures.

* Decision Making - Ability to make critical decisions while following company procedures.

* Detail Oriented - Ability to pay attention to the minute details of a project or task.

* Energetic - Ability to work at a sustained pace and produce quality work.

* Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.

* Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.

* Organized - Possessing the trait of being organized or following a systematic method of performing a task.

* Negotiation Skills - Ability to reach outcomes that gain the support and acceptance of all parties.

* Presentation Skills - Ability to effectively present information publicly.

* Relationship Building - Ability to effectively build relationships with customers and co-workers.

* Self-Motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative.

* Team Builder - Ability to convince a group of people to work toward a goal.

* Technical Aptitude - Ability to comprehend complex technical topics and specialized information.

* Time Management - Ability to utilize the available time to organize and complete work within given deadlines.

* Working Under Pressure - Ability to complete assigned tasks under stressful situations.


Education: Bachelor's Degree (four year college or technical school)

Experience: Minimum of 5-8 years experience in Group Benefits

Computer Skills: Must possess good computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and Power Point) and be willing to use technology

Certifications & Licenses: Life and Health License required

Other Requirements: Must willing and able to travel as necessary and attend industry meetings if so instructed


This is an office environment in a controlled atmosphere building.