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    Client Manager, Employee Benefits - Chicago, United States - Gibson

    Gibson
    Gibson Chicago, United States

    4 weeks ago

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    Description
    JOIN THE GIBSON TEAM AND FIND YOUR EDGE


    As an 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 Client Manager provides efficient, professional, and courteous service to our Employee Benefits clients. In 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 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 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

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

    #J-18808-Ljbffr
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