Client Manager, Team Leader- Employee Benefits

Gibson • Full-time • South Bend, IN, US • 2w ago

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!

As a 100% 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 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 Team Leader in Employee Benefits (EB) provides efficient, professional, and courteous service to their Employee Benefits clients and leads a team of EB professionals.

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

Leading, managing and holding team members accountable for performance
Conducting weekly meetings, setting & monitoring scorecard metrics with team members, and assisting in quarterly goal setting
Collaborating with Leadership team to create, implement and train on new cultural/business initiatives
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 ensures 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

You might be a great fit for this role if you:

Are passionate about coaching and developing others
Are comfortable having and facilitating constructive conversations
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

Requirements

5+ years of experience a similar role within the employee benefits industry
Life & Health License
Previous experience working with self-funded accounts
Previous leadership experience
Minimum of 6-8 weeks of travel to headquarters in South Bend per year

Preferred

CEBS designation

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.

Here Are Some Noteworthy Facts About Gibson

Founded in 1933
Employee-Owned
Business Insurance Top 100 U.S. Broker
Designated as one of the Best Places to Work
Great benefits!

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