Apply on Employer Site

Gibson · 4 weeks ago

Client Executive, Employee Benefits

Phoenix, AZ

Full-time

Onsite

Mid, Senior Level

3+ years exp

Gibson is a majority employee-owned organization committed to providing exceptional service in the employee benefits sector. The Client Executive will manage client relationships, coordinate service delivery, and ensure client satisfaction through various responsibilities including account maintenance, risk analysis, and client education.

Auto InsuranceConsultingFinancial ServicesInsuranceLife Insurance

Comp. & Benefits

Responsibilities

Participating with the Sales and Service Teams in the development and maintenance of Employee Benefits clients and prospects. To include but not limited to, renewals, new business meetings, presentations, and client meetings

Maintaining the account in conjunction with the Client Manager through designing, underwriting, pricing, marketing, and selecting the insurance program of existing accounts

Analyzing risk, coverage, and program structure and recommending options; executing coverage and program changes

Offering innovative solutions, educating clients on insurance and risk management solutions available in the marketplace and resolving difficult risk issues

Working closely with the team to learn detailed information about current clients and prospects. Developing a positive relationship with clients and maintaining regular and consistent contact in order to provide strong team representation

Presenting financial data analysis for clients. Oversees dashboard development and financial projections/monitoring reports ensuring accuracy and compliance with service plan

Presenting on-site employee level presentations of benefits materials

Developing & maintaining positive relationship with carrier sales and service representatives

Identifying problems, summarizing and developing strategic solutions with the Client Manager

Independently managing specific clients, ensuring retention and overall client satisfaction

Keeping current with suppliers, products and applicable legislation

Informing team of major developments, issues, renewals results, etc. as required

Attending team and producer meetings, submits monthly expense report as required

Performing other duties and special projects as assigned and serves as a backup to team personnel when necessary

Maintaining confidential information

Qualification

Client Executive experienceLife & Health licenseInsurance sales experienceTechnical consulting experienceMicrosoft Office proficiencyProblem-solvingCommunication skillsRelationship buildingNegotiation skillsTeam collaboration