Client Manager

Client ManagerThe primary objective of the Client Manager is to deliver A Far From Ordinary Client Experience™. This role is responsible for the execution of both the strategic ("outer circle") and the insurance/program ("inner circle").Success of this role is measured by the delivery of the Client Experience:Execution of Client ExperienceWork with High Performance Team to define and deliver A Far From Ordinary Client Experience™Understand each client's unique "Business Environment" (Strengths, Opportunities, Challenges)Ensure that the items promised to clients are delivered proactivelyUphold all GKG processes and ensure "Followed by All"Respond to clients' needs in an accurate and timely manner (within agency standards)Manage and communicate shifting prioritiesEnsure high quality discussions/meetings (internal and external)Communicate the value of our Client Experience (quantify)Where applicable, delegate tasks and ensure successful completionTechnical ExpertiseWork with HPT to identify the solutions that will drive the desired results for the clientKeep abreast of industry developments to enhance professional knowledge for self and teamMentorship and transfer of knowledge to other team membersMaintain awareness of relevant regulations and legal requirementsExecution of agreed upon solutions (make it happen)Once solutions are agreed upon, make it happenEnsure accuracy, quality, and timeliness of all deliverablesAd hoc projects such as billing issues, audits, reporting etc.Ensure HPT is apprised of any changes/updates relative to the clientWhere applicable, delegate tasks and ensure successful completionRenewal Strategy & ExecutionWork with HPT to set and execute Renewal StrategyMaintain expertise in the products and services available from carriers/vendorsKeep the trains running on time: execute marketing & placement in alignment with GKG's agency standards (T-120 Standards)Prepare client proposals and presentationsUtilize insurance company on-line software for quotes, online enrollments, reports, etc.Proactively communicate with insurance companies & vendors to ensure prompt responseWhere applicable, delegate tasks and ensure successful completionAgency Management System & Data HygieneUphold all GKG processes and ensure "Followed By All"Ensure timely and accurate processing of client and carrier information updatesMaintain and manage agency electronic files appropriately and in accordance with workflowsDocument all material conversations with clients and/or carriers regarding exposures and coverages, in accordance with agency workflowsIdentify opportunities for efficiency (always looking to make the process better/easier)Ensure proper and timely billing/invoicing where applicableRequirementsTo be successful at GKG, team members must possess our CORE VALUES:team-first mentalityalways seeking growthmake it happenchange is opportunitywork smartexcellence every timeAdditionally, the following standards must be met:Bachelor's degree or equivalent experienceMust attain and maintain all applicable New York State insurance license(s)Must attain and maintain all agreed upon certifications and designationsMust be comfortable in remote work environmentMust be comfortable in an electronic environment with strong computer skillsStrong working knowledge of Microsoft Suite (Word, PowerPoint, Excel, etc.)Excellent verbal and written communication skillsExcellent people skills and ability to work well in a team environmentStrong organizational skillsStrong public speaking and presentation skillsMust be able/willing to travel throughout the regionWhen physical presence is required at GKG's primary work location OR a client location, must report once given adequate noticeOvernight travel may be necessary (rare)This position is eligible for GKG's "Work Where Is Best" policy (see full policy details). GKG reserves the right to deny or revoke remote work privileges at their own discretion.Position requirements and responsibilities do not change regardless of where the work is being done.Expectations around professionalism, communication, work output, and customer service are the same.Expectations around travel do not change regardless of where the work is being done. If a team member's physical presence is required at GKG's primary work location OR a client location, he or she is expected to report once given adequate notice. All GKG policies (i.e., data security, confidentiality, etc.) are the same regardless of where the work is being done.This position does not have any supervisory responsibilities.Ability to utilize word-processing and spreadsheet software, presentation software, sales pipeline software, and agency management software.Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing account work, using a computer, and/or extensive reading.Ability to stoop, reach, sit, stand, walk, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions. Ability to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.None: There is no exposure to adverse environmental conditions (such as in a typical office or administrative work).All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. Furthermore, the company reserves the right to add to or revise an employee's job duties at any time at its sole discretion.This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.