Select Account Manager, P&C

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 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

SUMMARY

The Select Account Manager provides ongoing support and service to commercial property and casualty clients within Business Group in conjunction with Select Client Managers. The Select Account Manager assists with existing clients and new business prospects by performing a variety of tasks. This role is primarily an internally focused position with some level of client contact.

In this role you will contribute to the team by:

Providing quality service through completion of account-related tasks.

Assisting service team in processing questions related to policy and endorsement processing.

Preparing and sending clients information such as auto ID cards certificates of insurance binders etc.

Reviewing invoices in agency management system and sending to clients

Auditing and confirming policies are accurate and resolving any discrepancies

Entering required information into agency management systems

Maintaining current account and policy data in agency management systems

Conducting research within file documentation

Thoroughly documenting tasks and relevant interactions in our agency management system

Informing client service team of developments or roadblocks in completion of duties.

Communicating effectively with Select Client Managers and ASRs. Providing timely and complete information to allow them to efficiently manage their processes.

Performing other duties and special projects as assigned

Acting as a backup to team personnel as needed

Maintaining confidential information.

Achieving desired levels of data completeness and process integrity by consistently meeting activity timelines quality metrics and goals

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

Love marking tasks off a to-do list

Excel at prioritizing competing demands and adapting quickly to internal and external requests

Are driven to meet deadlines

Have strong problem solving and critical thinking skills to resolve client issues

Have a knack for thorough documentation

Thrive in a fast-paced team environment to meet client needs

Love delivering a great client experience

Naturally ask clarifying questions to dig to the root of the issue

Exhibit patience determination and persistence in troubleshooting client issues

Have strong communication skills

Enjoy communicating internally & with clients via phone email and Zoom

Required:

High school diploma or equivalent

1 year working in a client service role with an agency setting or formal education within the insurance employee benefits or financial services industry is preferred

Property and Casualty license

Excellent computer and office machine skills specifically with Microsoft Office products

Preferred: Associates degree or some college. Prior client service experience within a property and casualty insurance environment.

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