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Unison Risk Advisors · 1 day ago

Client Manager, Small Group Employee Benefits

Indianapolis, IN

Full-time

Onsite

Mid Level

3+ years exp

Unison Risk Advisors is a majority employee-owned organization committed to providing world-class service experiences. The Client Manager plays a crucial role in delivering exceptional service to Small Group Employee Benefits clients by managing accounts, coordinating with service and sales teams, and ensuring a meaningful client experience.

Financial ServicesInsuranceProperty Insurance

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

Qualification

Client service experienceInsurance industry experienceLifeHealth licenseMicrosoft Office proficiencyAnalytical skillsPrioritization skillsCommunication skillsOrganizational skillsTime management skillsAttention to detail