Jobs
>
Midvale

    Client Manager, Private Client Group - Midvale, United States - Gibson Insurance Agency Inc

    Gibson Insurance Agency Inc
    Gibson Insurance Agency Inc Midvale, United States

    3 weeks ago

    Default job background
    Description

    Job Type

    Full-time

    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 Private Client Group clients. In conjunction with the team, the Client Manager plans and executes an appropriate service plan for each client. This role will build effective working relationships with each client in order to understand their personal 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. This role 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:
    • Working with the Risk Advisor, service team, and other internal departments to plan and execute risk management service strategy for each client.
    • Independently evaluating client's current coverage programs and collaborating with the Risk Advisor to recommend market strategy and plan design
    • Managing the creation of proposals, providing a summary of programs and options, service plans, and other specific deliverables designed to support clients in making decisions about insurance programs.
    • Building personalized client relationships through demonstrated ownership of the service plan and proactive communication.
    • Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes.
    • 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 high-quality submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission packages following best practices.
    • 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 a positive working relationship with insurance carriers, attending meetings and events as appropriate, and proactively learning about their products and underwriting approaches.
    • Identifying and recommending additional products, services, and coverage levels that enhance client programs.
    • Consistently following client service workflows and appropriately engaging internal resources such as the 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.
    • Participating in ongoing scheduled meetings with the service team to discuss accounts, renewals, service needs, service platforms, etc.
    • Communicating effectively with Account Managers and providing timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload.
    • Developing successful and effective working relationships with Risk Advisors, team members, managers, carriers, and members of other departments.
    • 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 for 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 industry
    • Property and Casualty license
    Preferred:
    • Associates degree or some college.
    • Prior client service experience within a property and casualty insurance environment.
    • Completion of an insurance and/or risk management designation
  • Morgan Stanley

    Equity Client Service Group

    2 weeks ago

    Morgan Stanley South Jordan, United States

    We're seeking someone to join our team as an Equity Client Service Group Associate to manage a selection of client accounts dealing with Global Equity based products. · This is an Associate level position within the Operations division, we partner with business units across the F ...

  • Morgan Stanley

    Equity Client Service Group

    4 weeks ago

    Morgan Stanley South Jordan, UT, United States Full time

    We're seeking someone to join our team as an Equity Client Service Group Associate to manage a selection of client accounts dealing with Global Equity based products · This is an Associate level position within the Operations division, we partner with business units across the F ...

  • Apex Dynamics

    Medical Director of Laboratory Medicine

    1 week ago

    Apex Dynamics Midvale, United States

    Are you looking for a new professional challenge? Then we have an exciting opportunity for you. · On behalf of our client, a medical center for laboratory services in the Stuttgart area, we are currently seeking a Medical Director of Laboratory Medicine (m/f/d) for a permanent po ...

  • Sapphire Enterprises

    An Account Manager is a professional responsible for managing and maintaining relationships with clients or customers. They are typically in charge of overseeing the sales and service of a particular account or group of accounts

    1 week ago

    Sapphire Enterprises Copperton, United States

    The FUNKE Works Group is shaping the digital future of job search and helps thousands of people find their dream job every year. Through unique matching technologies, our portals connect experienced talents with the right companies. Our most well-known specialized job portals inc ...

  • Stellar Enterprises

    Psychiatry Resident Doctor

    1 week ago

    Stellar Enterprises Taylorsville, United States

    Our client, a specialized clinic, is currently seeking a · Psychiatry Assistant Physician (m/f/d) · in the greater Passau area, starting as soon as possible. · The offer: · Wide range of services in the field of psychiatry, including behavioral analysis, psychodynamic explorati ...

  • NovaTech Solutions

    Warehouse Manager Spare Parts Management

    1 week ago

    NovaTech Solutions Holladay, United States

    WE at Finsterwalder · For more than 80 years, the Finsterwalder Group has been offering transport, logistics, warehouse, and fulfillment solutions as a service for national and international clients. Sustainable business growth and creative solutions for our clients are what sets ...

  • West Ridge Academy

    Mental Health Therapist

    2 weeks ago

    West Ridge Academy West Jordan, United States

    Job Summary: To address the mental and behavioral health needs of adolescent clients in residential treatment. Be a point person for the client and family to contact regarding all aspects of the treatment. · Duties/Responsibilities: · Provides counseling services for, up to, 12 ...

  • ClubMed

    Frigoriste (H/F)

    3 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • Oracle

    Principal Facilities Specialist

    2 weeks ago

    Oracle West Jordan, United States Regular Employee

    POSITION: Data Center Facilities Engineer · You will report to the manager of Data Center Facility Engineering and will be responsible for ensuring the operation, maintenance, and efficiency of Oracle mission critical facilities infrastructure. As the facility engineer, you will ...

  • ClubMed

    Employé d'entretien

    1 week ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • VIVADOUR

    Responsable commercial biens de consommation

    4 weeks ago

    VIVADOUR West Jordan, United States

    Entreprise : · La société LE CLUB DES MARQUES, filiale du groupe VIVADOUR, est spécialisée dans la production et la commercialisation de vins, de spiritueux et de produits apéritifs à base d'Armagnac. · LE CLUB DES MARQUES recrute UN/UNE RESPONSABLE COMMERCIAL CONSOMMATIONHORS D ...

  • ClubMed

    Employé d'entretien

    4 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Responsable de service

    4 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Technicien d'installation en télécommunications courants faibles

    3 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Commis pâtissier

    4 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Plombier (H/F)

    3 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Responsable de bar

    2 days ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Peintre en bâtiment

    3 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Directeur de Division

    4 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...

  • ClubMed

    Responsable restauration

    3 weeks ago

    ClubMed West Jordan, United States

    Entreprise : · Créateur de bonheurs depuis 1950, le Club Med est le spécialiste mondial des vacances tout compris, dans un esprit résolument haut de gamme, convivial et multiculturel. Le Groupe compte plus de 70 villages de vacances et collaborateurs dans le monde. Chaque année, ...