Account Executive - Employee Benefits Middle Market- Troy

Job TypeFull-timeDescriptionFounded 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 2-5 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 activitiesWhen necessary for validated middle group prospects, participate in review of current benefit strategy/ alignment to Kapnick value proposition.Engage in development of capabilities meeting and micro-site content, attend capabilities meeting. Assist with content relevant to strategy and service milestones.Create consulting/service agreementNew Business Implementation: First 90 daysAttend new business internal and client-facing onboarding meeting. Support entire team in understanding new client, provide copies of consulting/service agreement, and facilitate an informed onboarding.Establish client service calendar and schedule 1st quarterly meetingConduct compliance assessmentIdentify Kapnick Lens integration needs (Innovu, Epoch) and coordinate with Analytics ConsultantStrategy: 9 months prior to renewalCreate and update a short and long term strategy across multiple EB disciplines.Identify components of strategy to be considered for upcoming renewal. Schedule carrier/partner meetings to introduce new ideas to clientIdentify needed benchmarking and communicate to BACollaborate with Analytics Consultant to deliver Trend Driver reportCollaborate with Analytics Consultant to determine supporting Lens reports appropriate to clientConduct pre-meeting collaboration session with other members of the team.Create content and deliver client strategy meetingTake clear notes or assign note taking to another service team member. Follow up with meeting summary, decisions, and open items.Pre-Renewal: 6 months prior to renewalCreate content and deliver client pre-renewal meetingBased on client feedback, develop a marketing strategy in collaboration with BAIdentify account rounding opportunitiesConduct pre-meeting collaboration session with other members of the team.Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.Renewal: 90 days prior to renewalCreate content and deliver client renewal meetingDevelop timeline for renewal decisions and open enrollment with clear expectations, reasonable time for completion, and adherence to internal deadlines.Conduct pre-meeting collaboration session with other members of the team.Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.Open Enrollment & Implementation: 45 days prior to renewalCreate smooth hand-off to service team. Communicate client decisions to all service team members clearlyAssist Account Manager with Renewal Decisions Document, as appropriateReview and approve Renewal Decisions DocumentParticipate in Open Enrollment communication meetings in person, virtually, or recorded presentations.Final sign off on guides and presentationsPost Open Enrollment & Stewardship: 60 days after renewalIf no Sr. BA: Audit and send Comp Disclosure to clientCreate content and deliver Post OE/Stewardship meetingConduct pre-meeting collaboration session with other members of the team.Take clear notes or assign note taking to another service team member. Follow up to client and internal service team with meeting summary, decisions, and open items.Ongoing ServiceProvide oversight to overall client experience, holding team members accountable to client and each other.Escalated service and carrier issuesResolve internal conflict proactively. Identify training and development opportunities and escalate to leadershipUnderstand market trends, new opportunities and developments that could be relevant to your clients - vet promising, yet untried solutions for feasibilityIdentify cross-sell opportunitiesWhen no Sr Level BA: provide client commentary on standard financial package, insights and recommendations. Answer client financial questions.Audit and deliver PCORI fees to clientParticipate in At-Risk Client Meetings. If necessary, Lessons Learned MeetingsAct as a mentor to the more junior members of the team and actively transfer knowledge and experience for the betterment of others.Actively engage in Kapnick sponsored and self directed training opportunitiesParticipate in projects and continuous improvement exercises for the betterment of the team and Kapnick as a wholeRecord significant events, emails, presentations, and project work in EPIC.Provide direction and oversight to Associate Team MembersCreate strong partnerships with carriersFoster strong client relationshipsManage appropriate service boundaries with team and clientMonitor and manage voice mail, incoming mailboxes, outlook and activities, per agency guidelinesPursue a program for personal and professional developmentAttend and participate in department meetings, team meetings and training sessions as requiredOtherPerform your job in such a manner that other employees will consider it a pleasure and privilege to work with youOffer innovation and process improvements where possible to help with agency wide improvements and efficiencies?Regular and timely attendance is an essential function of the job.Perform other duties as assignedRequirementsTo be considered for the Account Executive position, you should have:Bachelor'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