Select Client Manager, P&C

South Bend, IN - USA

Monthly Salary: Not Disclosed

Posted on: 9 hours 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

The Select Client Manager provides efficient professional and courteous service to Business Group conjunction with the Risk Advisor or Account Executive the Select Client Manager plans and executes an appropriate service plan for each client. This role builds effective working relationships with clients in order to understand their insurance program and overall risk management needs. The Select Client Manager maintains a thorough understanding and knowledge of the insurance marketplace using these skills to negotiate terms and pricing and obtain appropriate coverage and/or program options. The Select Client Manager coordinates with all service and sales team members as appropriate to create a meaningful and impactful client experience.

In this role you will contribute to the team by:

Working with Risk Advisor and other internal departments to plan and execute risk management service strategy for each client

Independently evaluating clients current coverage programs and collaborating with the Risk Advisor/Account Executive to recommend market strategy within Select value proposition parameters

Providing quality client service through handling client questions/requests billing/claim issues and carrier or administrative problems as part of a client service team

Managing policy change requests by sending appropriate information to carriers and clients setting follow-ups and confirming accuracy of policy change documents

Managing creation of proposals providing summary of programs and options service plan and other specific Select deliverables designed to support clients in making decisions about insurance programs

Building personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone email and meetings

Leveraging insurance knowledge and communication skills to explain coverage terms program options and other items to clients as needed

Managing time to prioritize workload client service requests and service needs on business processes

Creating thorough submissions for underwriters by engaging with clients and prospective clients on their exposures coverages and program needs

Communicating with underwriters on submissions and negotiating premium coverage and other terms on behalf of clients

Evaluating coverage terms and conditions of quotes received from underwriters; comparing quote options from multiple carriers and presenting coverage comparisons as requested

Remaining current on forms coverage insurance carriers industry trends and legislation

Maintaining positive working relationship with insurance carriers attending meetings and events as appropriate and proactively learning about their products and underwriting approaches

Consistently following client service workflows and appropriately engaging internal resources such as process support team procedure manuals and reporting tools to ensure efficiency and accuracy of execution

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

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

Maintaining confidential information

Performing other duties and special projects as assign

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

Property and Casualty license

Excellent computer and office machine skills specifically with Microsoft Office products

Preferred: Associates degree or some college completion of INS designation.

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...