Account Manager - Commercial Risk Real Estate

Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 180+ 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.

This Commercial Lines Account Manager position works to create long-term, trusting relationships with our clients and carriers.

Their primary responsibility is to proactively manage all services provided to our clients while looking for ways to improve quality and add value. They interact with the Client Executive & Account Executive and all cross-functional internal teams to improve the entire customer experience. They do all this while representing our agency in a manner consistent with our Core Values.

The Account Manager's essential functions include:

• Manage and respond to all direct client requests received by phone, mail, FAX, or email in a timely manner.
• Create binders, certificates, change requests, and other related items accurately, following agency and system documentation service standards and procedures.
• Prepare invoices, close binder billings, apply credits, answer billing questions, promptly identify and resolve billing issues, manage the collection process for agency billed items, and prepare premium allocations.
• Provide new business orientation to clients and ensure a smooth implementation for the client when carriers change.
• Assist in reviewing and updating client's operations and exposures to risk and gathering needed information for new and renewal accounts.
• Coordinate the preparation of proposals, supporting sales pieces, information and analysis to allow the CE to write and renew accounts.
• Work together with the Client Executives and Account Executives in deciding marketing options and assist with negotiating and maintaining strong carrier relations. Assist in reviewing policy checking discrepancies.
• Have an understanding of loss information and histories on assigned accounts.
• Understand and provide training to clients for Kapnick Connect.
• Maintain monthly expiration lists and coordination of Auto ID mailings.
• Process and issue bonds and flood coverage/policies.
• Process cancellations, using agency procedures.
• Work as a team with others on assigned accounts.
• Monitor and manage voice mail, incoming mailboxes, outlook, and activities, per agency guidelines.
• Log in any unprocessed mail.
• Verify and maintain information in EPIC and electronic files, accurately and consistently, following agency service standards and procedures.
• Set up and process new business clients with guidance from the Account Executive.
• Attend and participate in department meetings, team meetings, peer reviews, and training sessions as required.
• Assist team members, contacting the client and carrier for information as requested.
• Inform others of carrier programs or changes in coverage or procedures.