Client Manager - Employee Benefits

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

Our incredible team is committed to providing exceptional service, emulating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and compliant.

The Client Manager provides efficient, professional, and courteous service to 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 unique insurance needs. 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
• 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 Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
• Developing strategic solutions with the Consultant/Client Executive
• Creating presentation materials for client meetings
• Communicating with carriers in a professional manner to negotiate the needs of the client
• Preparing employee communications materials, such as benefit guides, brochures, flyers, and payroll stuffers
• Conducting group education and enrollment meetings at client sites or via webinar as required
• Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely
• Informing team of major developments, issues, renewals results, etc. as required
• Independently managing specific clients, ensuring retention and overall client satisfaction
• 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 might be a great fit for this role if you:

• Love delivering a great client experience
• Are passionate about developing health and risk management strategies for clients
• Enjoy working in a fast-paced, team environment
• Thrive in work that requires an analytical thought process with a high level of problem-solving skills
• Have a high attention to detail
• Possess exceptional prioritization skills with the ability to meet multiple deadlines
• Have superb communication skills, both written and verbal, and are comfortable and efficient in presenting to large groups
• 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
• Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests
• Indiana and/or Michigan Health, Life and Disability license or the ability to obtain the license within 3 months of employment.

Requirements

• Must have 2+ years of experience in a similar role within the employee benefits industry
• Life and Health License
• Previous experience in working with self-funded accounts

Preferred: GBA or CEBS designation