Client Manager, Group

Position: Client Manager, Small Group Employee Benefits
Location: Indianapolis

Client Manager, Small Group Employee Benefits

Join to apply for the Client Manager, Small Group Employee Benefits role at Unison Risk Advisors
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As a majority employee‑owned organization, we are committed to creating world‑class service experiences for our customers through our high‑performance client service teams. We’re passionate about our employee owners, which is why we utilize best practices; provide access to high quality training, tools, and resources; and curate experiences that help them find and own their edge.

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

The Client Manager provides efficient, professional, and courteous service to our Small Group Employee Benefits clients. In conjunction with the team, the Client Manager plans and executes an appropriate service plan for each client. The Client Manager will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.

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

• 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 via 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 on‑site and off‑site 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 might be a great fit for this role if you:

• Love delivering a great client experience
• Have prior experience in a client service environment or formal education within the insurance, risk management or financial services industry
• Enjoy working in a fast‑paced environment
• Have a high attention to detail
• Possess exceptional prioritization skills with the ability to meet multiple deadlines
• Have excellent organizational and time management skills
• Have the ability to collect and organize data from various sources to support the client service team
• Have superb communication skills, both written and verbal
• Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management
• Enjoy prioritizing multiple projects/tasks
• Can adapt quickly to internal and external requests
• Have strong analytical and reasoning skills
• Enjoy collecting, analyzing, and interpreting data from various sources to create workflows and develop service plans for clients
• Can proactively and independently manage deadlines

Required:

• Must have 3+ years of experience in a similar role within the insurance industry
• Life and Health license

Preferred:

Bachelor’s Degree, CEBS designation, Client service experience.

About Gibson

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.

Noteworthy facts about Gibson:

• Founded in 1933
• Majority Employee‑Owned
• Business Insurance Top 100 U.S. Broker
• Designated as one of the Best Places to Work
• Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT
• A member of the Unison Risk Advisors platform of companies
• Comprehensive benefit offering available to choose from

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

Industries

Insurance

Referrals increase your chances of interviewing at Unison Risk Advisors by 2x

Location:

Indiana, United States

Salary: $ - $

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