Account Executive - Employee Benefits Middle Market- TL

Account Executive Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 220+ 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.The Account Executive is responsible for developing and managing a 25 year employee benefits strategy that aligns with each client's business goals and objectives. This role provides overall leadership and oversight for the delivery of Kapnick's employee benefits services, ensuring a high-quality client experience. The Account Executive also identifies opportunities for cross-selling and account rounding, while building and maintaining strong, long-term relationships with clients and carrier partners.The Account Executive's essential functions include:Prospect Stage: Pre-sale activitiesNew Business Implementation: First 90 daysStrategy: 9 months prior to renewalPre-Renewal: 6 months prior to renewalRenewal: 90 days prior to renewalOpen Enrollment & Implementation: 45 days prior to renewalPost Open Enrollment & Stewardship: 60 days after renewalOngoing ServiceOtherRequirementsBachelor's Degree (four-year college or technical school)Minimum of 5 years experience in group benefitsMust possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management SystemsLife & Health License: RequiredMust be willing and able to travel as necessary and attend industry meetings if so instructedWhat's in it for you?A team-based approach to client managementFlexibilityFull benefits package11 paid holidays including your birthday!Competitive SalaryProfit sharing (after a year of service)Bonus potentialA caring workplace culture that has something for everyone