Select Client Manager, P&C

Unison Risk Advisors•South Bend, IN

About The Position

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 clients. In 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 client’s 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

Requirements

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

Nice To Haves

Associates degree or some college, completion of INS designation

Responsibilities

Working with Risk Advisor, 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/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