This   Account Manager   position works to create long-term, trusting relationships with our clients and carriers. They develop new business opportunities within the personal lines industry. Their primary responsibility is  proactively managing all services provided to our clients while looking for ways to improve quality and add value. The Account Manager's essential functions include: Firm working knowledge of personal lines coverages and services Promptly identify, manage, and resolve all client issues in a timely manner Maintain client relationships and determine their coverage needs Manage clients' risk and ensure all exposures are properly addressed Negotiate with carrier underwriters on behalf of clients Actively work on retention of current clients with remarketing of current policies Provide premium quotations and proposals to prospects and clients per service standards and procedures Review book of business with the goal of expanding personal...

Kapnick Insurance Group is seeking a dynamic and experienced Benefits Team Leader to guide and develop our employee benefits team, including Account Managers, Benefit Analysts, and Quality Assurance staff. This leadership role offers an exciting opportunity to influence our client service excellence while maintaining a book of business. Join us in representing our agency with integrity and dedication, aligning with our Core Values to make Kapnick Insurance the best in the industry. Key Responsibilities:  Lead, mentor, and develop team members to enhance their skills, performance, and professional growth Manage and maintain a portfolio of clients, ensuring high levels of satisfaction and service delivery Collaborate with internal teams, clients, and carriers to resolve issues and identify solutions Assess workloads and staffing needs, and assign clients and tasks accordingly to optimize team efficiency Develop, review, and update workflows, procedures, and deliverables...

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 activities When 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 agreement New Business...