Client Executive

Client Executive, Employee Benefits

Unison Risk Advisors

Join the Gibson team and find your edge! As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.

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

• Participating with the Sales and Service Teams in the development and maintenance of Employee Benefits clients and prospects. To include but not limited to, renewals, new business meetings, presentations, and client meetings
• Maintaining the account in conjunction with the Client Manager through designing, underwriting, pricing, marketing, and selecting the insurance program of existing accounts
• Analyzing risk, coverage, and program structure and recommending options; executing coverage and program changes
• Offering innovative solutions, educating clients on insurance and risk management solutions available in the marketplace and resolving difficult risk issues
• Working closely with the team to learn detailed information about current clients and prospects. Developing a positive relationship with clients and maintaining regular and consistent contact in order to provide strong team representation
• Presenting financial data analysis for clients. Oversees dashboard development and financial projections/monitoring reports ensuring accuracy and compliance with service plan
• Presenting on-site employee level presentations of benefits materials
• Developing & maintaining positive relationship with carrier sales and service representatives
• Identifying problems, summarizing and developing strategic solutions with the Client Manager
• Independently managing specific clients, ensuring retention and overall client satisfaction
• Keeping current with suppliers, products and applicable legislation
• Informing team of major developments, issues, renewals results, etc. as required
• Attending team and producer meetings, submits monthly expense report as required
• Performing other duties and special projects as assigned and serves as a backup to team personnel when necessary
• Maintaining confidential information

• Have prior Account/Client Executive experience in an agency, broker, or insurance company setting
• Have demonstrated technical consulting experience with a track record of high client retention marks
• Enjoy presenting to and building relationships with clients
• Find energy and have the ability to work independently as well as within an advisory team
• Are proficient in gathering data and excel in problem-solving
• Have working knowledge of both fully insured and self-funded health plans
• Are committed to professional growth and enjoy learning new skills
• Have exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, and Excel
• Enjoy the challenge in negotiations; can win concessions and keep relationships intact
• Are flexible and have ability to effectively manage processes efficiently

• Current Life & Health license
• 3‑5 years of insurance sales, consulting and/or client executive experience
• Excellent computer skills, specifically with Microsoft Office products

Bachelor’s degree, CEBS designation (or other applicable insurance designation)

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.

Here are some 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