Account Executive - Group

Description

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.

Account Executive - the strategic partner clients rely on—shaping Employee Benefits strategies, strengthening relationships, and uncovering growth opportunities.

This Account Executive position is responsible for developing and managing a 2-5 year Employee Benefits Strategy that aligns with the client goals & objectives. In addition, the Account Executive has oversight responsibility for the delivery of Kapnick services, maximizing opportunities for cross-sell and account rounding, and developing and maintaining strong client and carrier relationships.

The Account Executive's essential functions include:

• When necessary for validated large 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

• Attend 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 meeting
• Conduct compliance assessment
• Identify Kapnick Lens integration needs (Innovu, Epoch) and coordinate with Analytics Consultant

• Create 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 client
• Identify needed benchmarking and communicate to BA
• Collaborate with Analytics Consultant to deliver Trend Driver report
• Collaborate with Analytics Consultant to determine supporting Lens reports appropriate to client
• Conduct pre-meeting collaboration session with other members of the team.
• Create content and deliver client strategy meeting
• Take clear notes or assign note taking to another service team member. Follow up with meeting summary, decisions, and open items.

• Create content and deliver client pre-renewal meeting
• Based on client feedback, develop a marketing strategy in collaboration with BA
• Identify account rounding opportunities
• 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.

• Create content and deliver client renewal meeting
• Develop 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.

• Create smooth hand-off to service team. Communicate client decisions to all service team members clearly
• Assist Account Manager with Renewal Decisions Document, as appropriate
• Review and approve Renewal Decisions Document
• Participate in Open Enrollment communication meetings in person, virtually, or recorded presentations.
• Final sign off on guides and presentations

• If no Sr. BA:
  Audit and send Comp Disclosure to client
• Create content and deliver Post OE/Stewardship meeting
• 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.

• Provide oversight to overall client experience, holding team members accountable to client and each other.
• Escalated service and carrier issues
• Resolve internal conflict proactively. Identify training and development opportunities and escalated to leadership
• Understand market trends, new opportunities and developments that could be relevant to your clients - vet promising, yet untried solutions for feasibility
• Identify cross-sell opportunities
• When no Sr Level BA: provide client commentary on standard financial package, insights and recommendations. Answer client financial questions.
• Audit and deliver…