Client Manager, Small Group Employee Benefits

Phoenix, NM - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

As a majority employee-owned organization we are committed to creating world-class service experiences for our customers through our high-performance client service teams. Were passionate about our employee owners which is why we utilize best practices; provide access to high quality training tools and resources; and curate experiences that help them find and own their edge.

Our Core Values are lived in our business and our culture is fueled by them.

Create a Great Experience

Do the Right Thing

Play for Each Other

Pursue Growth

Own Your Future

The Client Manager provides efficient professional and courteous service to our Small Group Employee Benefits conjunction with the team the Client Manager plans and executes an appropriate service plan for each client. The Client Manager will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.

In this role you will contribute to the team by:

Providing Gibson Client experience to existing accounts and potential clients
Managing internal renewal processes and timelines for book of business
Leading implementation of new lines of coverage and carrier changes
Maintaining the account in conjunction with the Consultant/Client Executive through designing underwriting pricing marketing and selecting the insurance program on existing accounts
Communicating with carriers in a professional manner to negotiate the needs of the client
Conducting group education and enrollment meetings at client sites or vie webinar as required
Communicating due dates timelines and expectations to Consultant/Client Executive clients and partners
Identifying problems summarizing and developing strategic solutions with the Consultant/Client Executive
Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits and in coordinating with the Consultant/Client Executive in the annual RFP process
Providing client with required compliance information
Attending onsite and offsite client meetings as necessary
Acting as a backup to team personnel when necessary
Maintaining confidential information
Performing other duties and special projects as assigned

You might be a great fit for this role if you:

Love delivering a great client experience

Have prior experience in a client service environment or formal education within the insurance risk management or financial services industry

Enjoy working in a fast-paced environment

Have a high attention to detail

Possess exceptional prioritization skills with the ability to meet multiple deadlines

Have excellent organizational and time management skills

Have the ability to collect and organize data from various sources to support the client service team

Have superb communication skills both written and verbal

Are proficient in Microsoft Office including Outlook Excel Word PowerPoint and Calendar management

Enjoy prioritizing multiple projects/tasks

Can adapt quickly to internal and external requests

Have strong analytical and reasoning skills

Enjoy collecting analyzing and interpreting data from various sources to create workflows and develop service plans for clients

Can proactively and independently manage deadlines

Required:

Must have 3 years of experience in a similar role within the insurance risk management or financial services industry

Life and Health license (or ability to obtain the license within 3 months of employment)

Preferred: Bachelors Degree CEBS designation Client service experience.

About Gibson:

We exist to pursue the best interests of our clients. And we do it together sharing what we learn from client to client moment to moment and digging deeper to see things others cant or dont bother to. Thats how we get to the proactive side of insurance where our clients really gain their edge.

Here are some noteworthy facts about Gibson:

Founded in 1933
Majority Employee-Owned
Business Insurance Top 100 U.S. Broker
Designated as one of the Best Places to Work
Locations in South Bend IN Fort Wayne IN Indianapolis IN Chicago IL Kalamazoo MI Phoenix AZ Tucson AZ Salt Lake City UT
A member of the Unison Risk Advisors platform of companies
Comprehensive benefit offering available to chose from

Required Experience:

Manager