What are the responsibilities and job description for the Account Manager - Personal Lines position at Kapnick Insurance Group?
Description
Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. With a team of 200 professionals, we provide expert guidance and innovative solutions in business insurance, risk management, employee benefits, worksite well-being, and personal insurance. For over 75 years, businesses and individuals have relied on Kapnick as a trusted advisor, ensuring protection for their assets, operations, and employees.
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 to proactively managing all services provided to our clients will 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
Other
- Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
- Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies
- Regular and timely attendance is an essential function of the job.
- Perform other duties as assigned
Requirements
To be considered for the Account Manager position, you should have:
- Associates Degree (two year college or technical school) or work equivalent: Required
- 1-2 years’ experience in customer facing role: Required
- 1-2 years’ experience in insurance industry: Preferred
- Property & Casualty License: Preferred
- Life & Health License: Preferred
- Experienced user of Agency Management System
- Experienced working with multiple carriers and rating systems
- Familiar with Microsoft Office (Word, Excel, Outlook, etc.)
Why Join Kapnick?
Industry Leader – 75 years of expertise and a reputation for excellence.
Growth & Development – Ongoing training, career advancement opportunities, and professional support.
Collaborative Culture – Work alongside a team of dedicated professionals who value integrity and innovation.
Client-Centric Approach – Make a real impact by helping clients protect what matters most.
If you’re ready to bring your expertise and passion to a company that values its employees and clients alike, we’d love to hear from you
What's in it for you?
- A team-based approach to client management
- Flexibility
- Full benefits package
- 11 paid holidays including your birthday!
- Competitive Salary
- Profit sharing (after a year of service)
- Bonus potential
- A caring workplace culture that has something for everyone
