Senior Client Manager, Employee Benefits

SUMMARY

The Senior Client Manager provides efficient, professional, and courteous service to Employee Benefits clients. He or she plans and executes a service plan for each client, builds relationships, maintains knowledge of the marketplace, negotiates terms, obtains coverage or program options, and coordinates with service and sales to create a meaningful client experience.

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

QUALIFICATIONS

Love delivering a great client experience Thrive while juggling multiple project timelines simultaneously Excel at prioritizing competing demands and adapting quickly to internal and external requests Excel at setting and meeting deadlines with both internal and external stakeholders Enjoy working in a fast-paced, team environment Have a high attention to detail Possess exceptional prioritization skills with the ability to meet multiple deadlines Have strong analytical and reasoning skills with the ability to collect and organize data from various sources to support the client service team Have superb communication skills, both written and verbal, and are comfortable and efficient in presenting to large groups. Love building personalized relationships both internally and externally Excel at managing multiple stakeholders through the renewal process Naturally ask clarifying questions to dig to the root of the issue Have the ability to build strong relationships and connect well to all types of people Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management Exhibit patience, determination, and persistence in troubleshooting client issues Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests

REQUIRED

5+ years of experience in a similar role at another insurance brokerage or within the employee benefits industry Life and Health license #J-18808-Ljbffr Unison Risk Advisors Inc.