Client Manager, Small Group Employee Benefits

Unison Risk Advisors•Carmel, IN

About The Position

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. We’re passionate about our employee owners, which is why we utilize best practices; provide access to 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 The Client Manager provides efficient, professional, and courteous service to our Small Group Employee Benefits clients. In conjunction with the team, the Client Manager plans and executes an appropriate service plan for each client. The Client Manager will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.

Requirements

Must have 3+ years of experience in a similar role within the insurance industry
Life and Health license
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

Nice To Haves

Bachelor’s Degree
CEBS designation
Client service experience.

Responsibilities

Providing Gibson Client experience to existing accounts and potential clients
Managing internal renewal processes and timelines for book of business
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
Communicating with carriers in a professional manner to negotiate the needs of the client
Conducting group education and enrollment meetings at client sites or vie webinar as required
Communicating due dates, timelines, and expectations to Consultant/Client Executive, clients and partners
Identifying problems, summarizing and developing strategic solutions with the Consultant/Client Executive
Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process
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