Account Executive - Transportation Practice Group

Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 210+ 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 79 years, companies and individuals have looked to Kapnick as a trusted advisor, providing solutions that protect their operations and employees.

Account Executives are responsible for placement and technical analysis of commercial insurance coverages. They build strong relationships by working closely with Client Executives, carriers, and our clients. They do all this while representing our agency in a manner consistent with our Core Values and making Kapnick the best in our business.

Risk Management Services

• Provide exceptional advice and counsel
• Advanced level technical product knowledge and coverage interpretation
• Engage in program design, understanding all aspects of the fundamentals of risk management and applying those principles to the benefit of our clients
• Review and understand client’s operations and exposures to risk
• Remarket commercial accounts
• Review contracts, leases and other agreements providing proper risk transfer solutions

Insurance Brokering

• Provide clients the best value for their insurance dollars spent
• Market submissions to carriers to obtain the best insurance program for the client’s needs
• Preparation of proposals, supporting sales pieces, information and analysis to assist the Client Executive to write accounts
• Communicate with Client Executive the placement strategy throughout the placement process

Carrier Relations

• Keep informed of carrier’s websites, bulletins, target markets, and adjustments to underwriting processes
• Primary negotiator and relationship builder with carrier underwriting

Account Management

• Respond to all client requests received by phone, mail, email, walk in or fax in a timely manner
• Prepare invoices, binders, certificates, change requests, and all other related items accurately following agency service standards and procedures
• Proactively make contact with clients through phone/email/mail as assigned
• Work to manage clients' risk and ensure all exposures are properly addressed
• Prepare and provide premium quotations to prospects and clients per department service standards and procedures
• Manage the collection process for agency billed items
• Prepare proposals for new and renewal accounts per department service standards and procedures
• Understand and provide training to clients for policy eServices
• Utilize and offer company "green" options to clients
• Monitor and manage voicemail, incoming mailboxes, outlook, and activities per agency service standards and procedures
• Verify and maintain information in our agency management system and electronic files, accurately and consistently, following department service standards & procedures
• Assist producers with onboarding of new clients

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

Minimum Qualifications (Knowledge, Skills, and Abilities)

• High School or General Education Degree (GED): Required
• 3 years’ experience in commercial insurance industry: Preferred
• Industry specific designations such as (CPCU, CIC, AU, CRM, etc.) or professional designation (JD, CPA, etc.): Preferred
• Familiar with Microsoft Office (Word, Excel, Outlook, etc.)