02/18/2026
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...
Kapnick Insurance
Hybrid (Grand Rapids, OH)
