What are the responsibilities and job description for the Wellness Coordinator position at Kapnick Insurance Group?
Description
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.
The Wellness Coordinator position works to provide Kapnick clients with health and wellness services, to represent our agency in a manner consistent with our core values, and to make Kapnick the best in our business.
The Wellness Coordinator's essential functions include:
Essential Functions
- Develop and implement customized corporate wellness programs such as on-site lunch & learn presentations, challenge programs, on-site fitness classes, blood pressure checks, etc.
- Conduct educational training and workshops on health-related topics
- Assist with the planning and tracking of annual wellness program for assigned clients
- Coordinate and distribute communication materials to clients for screening and events
- Documents and reports all programming activity
- Keep the Wellness calendar up-to-date
- Keeps current with trends and developments related to essential job competencies and demonstrates continued growth
- Attend departmental meetings
- Capitalizes on current events and workforce trends to promote Kapnick Wellness services and areas of expertise to current and prospective clients
- Track and resolve client issues and involve appropriate team members and management when warranted
- Keep contact information up-to-date on each account, including key decision makers with the organization, changes to the organization's work environment and/or strategic objectives, presence of competition
- Provide Health Coaching for our clients either on-site, over the phone or via email
- Coordinate, schedule and staff screening events
- Generate monthly, quarterly and annual reports for clients
Other
- Offer innovation and process improvements where possible to help with firm-wide efficiencies
- Attend and participate in department meetings and training sessions as required
- Promote the firm and insurance industry in the community
- Maintain files accurately and consistently using EPIC
- Review discrepancies after policy checking
- Manage voicemail, incoming mailboxes, outlook, and activities per agency service standards
- Verify and maintain information in our agency management system and electronic files, accurately, promptly, and consistently, following agency service standards and procedures
- Act as back-up and support for other Account Executives and Account Managers as needed
- Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
- Regular and timely attendance is an essential function of the job
- Perform other duties as assigned
Requirements
To be considered for the Wellness Coordinator position, you should have:
- Bachelor's (four year degree or technical school): Required; field of study, health-related field: Preferred
- 6 months of experience in Worksite Wellness
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Publisher)
- Health Coaching Certification: Required
- Other Wellness certifications preferred such as Personal Trainer, Nutrition Consultant, etc.
- Ability to travel to client worksites in Michigan and occasional travel outside of Michigan
- Must possess a valid driver's license and reliable transportation
- Strong interpersonal and communication skills (written and verbal)
- Ability to manage multiple priorities simultaneously
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
