Client Manager, Employee Benefits

WE’RE ADVISORS, NOT JUST BROKERS.

We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.

We take the same approach with our employees, helping them find and own their edge. We do this by recruiting top talent, providing a comprehensive training plan, and helping you define a career path at Gibson.

Our Core Values are lived in our business and our culture is fueled by them.

• Create a Great Experience
• Do the Right Thing
• Play for Each Other
• Pursue Growth
• Own Your Future

Our incredible team is committed to providing exceptional service, emulating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and compliant.

In this role, you will contribute to the team by:

• 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 Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
• Developing strategic solutions with the Consultant/Client Executive
• Creating presentation materials for client meetings
• Communicating with carriers in a professional manner to negotiate the needs of the client
• Preparing employee communications materials, such as benefit guides, brochures, flyers, and payroll stuffers
• Conducting group education and enrollment meetings at client sites or via webinar as required
• Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely
• Informing team of major developments, issues, renewals results, etc. as required
• Independently managing specific clients, ensuring retention and overall client satisfaction
• 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

You may be a great fit for this role is you:

• 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
• Have strong problem solving and critical thinking skills to resolve client issues
• Love building personalized relationships both internally and externally
• Thrive in a fast-paced, team environment to meet client needs
• Excel at managing multiple stakeholders through the renewal process
• Enjoy putting the puzzle pieces together to execute the risk management plan
• Naturally ask clarifying questions to dig to the root of the issue
• Have strong communication skills
• Exhibit patience, determination, and persistence in troubleshooting client issues
• Are comfortable and efficient in presenting to large groups

Required:

• 2+ years of experience in a similar role at another insurance brokerage or within the employee benefits industry
• Life and Health license

Gibson