Senior Client Manager, Employee Benefits

South Bend, IN - USA

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!

As a majority employee-owned organization our incredible team is committed to providing exceptional service incorporating best practices and providing access to tools and resources that keep our colleagues and employees educated informed and on a path that helps 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

SUMMARY

The Senior Client Manager provides efficient professional and courteous service to our Employee Benefits conjunction with the team the Client Manager plans and executes an appropriate service plan for each client. He or she will build effective working relationships with each client in order to understand their employee benefit insurance needs. The Senior Client Manager maintains a clear understanding and knowledge of the insurance marketplace and uses their skills to negotiate terms and pricing and obtain appropriate coverage and/or program options. The Senior 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 ensuring retention and client satisfaction
Managing internal renewal processes and timelines for book of business along with meeting cadence with clients
Assisting with preparation of new business and renewal submissions
Leading implementation of new lines of coverage and carrier changes
Maintaining the account in conjunction with the Producer/Client Executive through designing underwriting pricing marketing and selecting the insurance program on existing accounts
Addressing escalated service issues
Developing strategic solutions with the Producer/Client Executive
Creating presentation materials for client meetings
Communicating with carriers in a professional manner to negotiate the needs of the client
Conducting group education and enrollment meetings at client sites or via webinar as required
Using agency management tools effectively and consistently and ensuring that the process and procedures are being followed and services are delivered timely
Reviewing carrier applications to ensure accuracy while keeping the team informed of progress as appropriate
Communicating due dates timelines and expectations to Producer/Client Executive clients and partners
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 may be a great fit for this role is you:

Love delivering a great client experience
Thrive while juggling multiple project timelines simultaneously
Excel at prioritizing competing demands and adapting quickly to internal and external requests
Excel at setting and meeting deadlines with both internal and external stakeholders
Enjoy working in a fast-paced team environment
Have a high attention to detail
Possess exceptional prioritization skills with the ability to meet multiple deadlines
Have strong analytical and reasoning skills with the ability to collect and organize data from various sources to support the client service team
Have superb communication skills both written and verbal and are comfortable and efficient in presenting to large groups.
Love building personalized relationships both internally and externally
Excel at managing multiple stakeholders through the renewal process
Naturally ask clarifying questions to dig to the root of the issue
Have the ability to build strong relationships and connect well to all types of people
Are proficient in Microsoft Office including Outlook Excel Word PowerPoint and Calendar management
Exhibit patience determination and persistence in troubleshooting client issues
Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests

Required:

5 years of experience in a similar role at another insurance brokerage or within the employee benefits industry
Life and Health license

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

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!As a majority employee-owned organization our incredible team is committed to providing exceptional service incorporating best practices and providing access to tools and resources that keep our colleagues and employees educated informed and on a path that hel...