Apply on Employer Site

Gibson · 4 days ago

Senior Client Manager, Employee Benefits

South Bend, IN

Full-time

Onsite

Senior Level

5+ years exp

Gibson is a majority employee-owned organization committed to providing exceptional service in the insurance marketplace. The Senior Client Manager will deliver professional service to Employee Benefits clients, plan and execute service strategies, and maintain effective client relationships while negotiating insurance terms and coverage.

Auto InsuranceConsultingFinancial ServicesInsuranceLife Insurance

Comp. & Benefits

Hiring Manager

Santana Bozman, CPRIA

Responsibilities

Providing Gibson client experience to existing accounts and potential clients, ensuring retention and client satisfaction

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 Producer/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts

Addressing escalated service issues

Developing strategic solutions with the Producer/Client Executive

Creating presentation materials for client meetings

Communicating with carriers in a professional manner to negotiate the needs of the client

Conducting group education and enrollment meetings at client sites or via webinar as required

Using agency management tools effectively and consistently and ensuring that the process and procedures are being followed and services are delivered timely

Reviewing carrier applications to ensure accuracy while keeping the team informed of progress as appropriate

Communicating due dates, timelines and expectations to Producer/Client Executive, clients and partners

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

Qualification

Employee Benefits ExperienceLifeHealth LicenseClient Relationship ManagementAnalytical SkillsNegotiation SkillsMicrosoft Office ProficiencyCommunication SkillsAttention to DetailTeam Collaboration