Personal Lines Account Manager
- Kapnick Insurance
- Hybrid (Michigan- Ann Arbor, Troy, Adrian, or Grand Rapids)
Job Description
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 lines sales and identifying account rounding opportunities
- Prepare invoices, binders, certificates, change requests, and all other service-related items accurately
- Assist producers with onboarding of new clients
- Maintain client account information in our agency management system and electronic files in accordance with established workflows
- Attend department meetings and agency/carrier training sessions
- Quality Assurance: New business downloads & Change downloads
- Peer-audits
- Non-renewal report management
- Inactivating clients in EPIC
- Service standards/renewal month reconciliation
- Experienced user of Agency Management System
- Experienced working with multiple carriers and rating systems
- Familiar with Microsoft Office (Word, Excel, Outlook, etc.)
Salary & Benefits:
Kapnick Insurance offers a collaborative and growth-oriented environment where you can make a meaningful impact. We are committed to fostering a culture of innovation, integrity, and continuous learning, providing our team members with opportunities for career advancement and professional development.
What we offer:
- Full range of benefits to help team members thrive in their financial, physical and mental wellbeing
- Competitive Salary
- Generous 401(k) company match that is immediately vested
- Family friendly benefits including paid parental leave
- Company contribution to your health saving account
- 11 paid holidays including your birthday!
- Volunteer time off, community partnerships and Employee Assistance Program
- Profit sharing (after a year of service)
- Bonus potential
- A team-based approach to client management
- A caring workplace culture that has something for everyone
EEO Statement
Kapnick Insurance is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex ,national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you employment depends solely on your qualifications.
If you’re ready to bring your expertise and passion to a company that values its employees and clients alike, apply today!
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Experience:
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Kapnick Insurance, a fourth-generation advisory firm, is one of the Midwest’s largest independently owned insurance brokerages. Representing top-rated national and regional carriers, we provide tailored solutions in business and personal insurance, employee benefits, risk management, and worksite well-being.
