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Account Executive - Commercial Risk Insurance, Transportation Practice, Kapnick Insurance Group

Company: Kapnick Insurance Group
Location: Ann Arbor
Posted on: June 12, 2021

Job Description:



Department: Commercial Risk-Transportation

FLSA Status: Exempt

Work Schedule: M-F 8:30-5

Location: Flexible

Job Status: Full Time

Positions Supervised: None


Account Executives are responsible for placement and technical analysis of commercial insurance coverages. They build strong relationships by working closely with Client Executives and overseeing services provided by other

departments, with the support of the Account Manager. They are also responsible for managing carrier

relationships and staying abreast to current offerings. They do all this while representing our agency in a manner consistent with our Core Values, and making Kapnick the best in our business.


Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

Risk Management Services

  • Provide exceptional advice and counsel
  • Advanced level technical product knowledge and coverage interpretation
  • Engage in Risk Architecture (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
  • Gather needed underwriting information for new and remarketed commercial accounts
  • Understand and recommend risk control measures and behavior modification programs driving utilization of our Kapnick Risk Solutions
  • 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
  • Underwrite and price accounts for which we have underwriting authority following rules, limitations and policies set forth by the carrier
  • Communicate with Client Executive the placement strategy throughout the placement process
  • Assist in identifying marketing placements for commercial accounts that may fall outside of transportationservicing teams once written

Carrier Relations

  • Serve as the on-going relationship manager for a portfolio of insurance carriers
  • Serve as point of contact for carrier partners and convey information to the team
  • Handle communication with carriers to understand their goals and objectives and how they impact our clients
  • Keep informed of carrier's websites, bulletins, target markets, and adjustments to underwriting processes
  • Primary negotiator and relationship builder with carrier underwriting

Client Servicing

  • Provide expertise to the service team when coverage concerns arise
  • Communicate to the service team information about the client including buying styles, expectations, problems, concerns, and other relevant knowledge to assure a consistently higher level of service
  • Accept responsibility for significant problems on current accounts, working with team members to develop solutions and communicate these to our clients in a manner consistent with our Core Values
  • Prepare premium allocations, invoices, binders, certificates, finance agreements, and all other items related to new business accurately, and within firm service standards

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
  • Promote the firm and insurance industry in the community
  • Verify and maintain information in our agency management system and electronic files, accurately and consistently, following department service standards & procedures
  • Attend and participate in department meetings and training sessions as required
  • Offer innovation and process improvements where possible to help with agency wide improvements and efficiencies
  • Assist producers with onboarding of new clients


  • Offer innovation and process improvements where possible to help with firm wide


  • 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



Competency Statement(s)

  • Accountability - Ability to accept responsibility and account for his/her actions.
  • Analytical Skills - Ability to use thinking and reasoning to solve a problem.
  • Communication - Ability to communicate effectively with others using the spoken and written word.
  • Confidentiality - Ability to maintain strict confidentiality in accordance with Kapnick privacy guidelines including but not limited to HIPAA/HITECH as it relates to all divisions of Kapnick Insurance.
  • Customer Oriented - Ability to take care of the customers' needs while following company procedures.
  • Decision Making - Ability to make critical decisions while following company procedures.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
  • Initiative - Ability to make decisions or take actions to solve a problem or reach a goal.
  • Organized - Possessing the trait of being organized or following a systematic method of performing a task.
  • Negotiation Skills - Ability to reach outcomes that gain the support and acceptance of all parties.
  • Relationship Building - Ability to effectively build relationships with customers and co-workers.
  • Technical Aptitude - Ability to comprehend complex technical topics and specialized information.
  • Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
  • Working Under Pressure - Ability to complete assigned tasks under stressful situations.


Experience: 3-5 years experience in insurance industry preferred

Computer Skills: Word, Excel, Outlook, Video Conferencing- Teams and Agency Management Systems

Certification & Licenses: Industry specific designations such as CIC, CRM, CPCU, preferred

Physical Demands

Stand O

Walk O

Sit F

Manually Manipulate O

Reach Outward O

Reach Above Shoulder O

Climb N

Crawl N

Squat or Kneel O

Bend O

Grasp O

Speak F


11-20 lbs O

21-50 lbs O


26-40 lbs O

41-100 lbs N

Keywords: Kapnick Insurance Group, Ann Arbor , Account Executive - Commercial Risk Insurance, Transportation Practice, Kapnick Insurance Group, Other , Ann Arbor, Michigan

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