Senior Client Manager, P&C

Unison Risk Advisors•Indianapolis, 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 Client Manager provides efficient, professional, and courteous service to our Commercial 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 commercial 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.

Requirements

Must have 3+ years of experience in a similar role within the insurance, risk management 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 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/Client Executive to recommend market strategy and plan design
Managing creation of proposals, providing summary of programs and options, service plan, 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 multiple channels of communication such as phone, email, and in-person meetings
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, engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package 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 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
Participating in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, 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, Client Executives, Account Managers, service team members, managers, carriers and members of other departments
Maintains confidential information