Senior Client Manager, Employee Benefits

Gibson • Full-time • Indianapolis, IN, US • 2w ago

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!

As an 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.

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

Summary

The Client Manager provides efficient, professional, and courteous service to our Employee Benefits clients. In conjunction with the team, the Client Manager plans and executes an appropriate service plan for each client. He or she will build effective working relationships with each client in order to understand their employee benefit insurance needs. The Client Manager maintains a clear understanding and knowledge of the insurance marketplace and uses their skills to negotiate terms and pricing, and obtain appropriate coverage and/or program options. 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, 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

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
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

Related Jobs

HRIS Senior Analyst (Workday)

Katz, Sapper & Miller • Full-time • Indianapolis, Indiana, United States • 1m ago

Human Resources (HR)

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration,...

1m ago

Apply

Staff Accountant

Creative Financial Staffing • Full-time • Indianapolis, IN, USA • $10 - $100 / hour • 1d ago

Finance & Accounting

Title: Staff Accountant Location: Indianapolis Salary: $65,000 to $75,000 depending on experience Staff Accountant Job Responsibilities: Responsible for maintaining financial records, preparing journal entries, recon...

1d ago

Apply

Accountant

Creative Financial Staffing • Full-time • Zionsville, IN, USA • $10 - $100 / hour • 1d ago

Finance & Accounting

Accountant Why work here? Down to earth management Good exposure to the whole organization. Ability to have a well-balanced variety in work The company boasts a dynamic work environment Opportunity t...

1d ago

Apply

Accounting Specialist

Creative Financial Staffing • Full-time • Zionsville, IN, USA • $10 - $100 / hour • 1d ago

Finance & Accounting

Accounting Specialist Why work here? Down to earth management Good exposure to the whole organization. Ability to have a well-balanced variety in work The company boasts a dynamic work environment Op...

1d ago

Apply

SALESFORCE DEVELOPER

Wood-Mizer Holdings, Inc. • Indianapolis, IN • $75k - $90k / year • 1d ago

Software Development

About Wood-Mizer Wood-Mizer is the world's largest manufacturer of portable sawmills, with over 100,000 mills sold in more than 100 countries. Wood-Mizer provides forestry and timber professionals around the world...

1d ago

Apply

Associate Analyst, Property Tax

DuCharme McMillen & Associates, Inc. • Full-time • Indianapolis, Indiana, United States • 1d ago

Finance & Accounting Software Development

Why are long tenures and low turnover rates the norm at DMA? When you are an employee owned company, you are all about your employees, and here is proof: 2024 Great Places to Work Certified Employee stock ow...

1d ago

Apply

Traffic Safety Flagger | UAM Construction Services

Davey Tree • Indianapolis, IN, US • 3d ago

Construction

Additional Locations: Indiana statewide Primary Locations: IN, Indianapolis, 5641 W 73rd St, 46278 Requisition ID: 203878 Position Overview The ideal Traffic Safety Flagger would be dedicat...

3d ago

Apply

Assistant General Manager

Wawa • Full-time • STR07403 - Brownsburg, IN 46112 • 5d ago

Management

Job Description *This position will require travel to our core markets to complete training. The anticipated start date will be approximately 2/17/25 The Assistant General Manager (AGM) is responsible for leading...

5d ago

Apply

Senior Roadway Designer

Lochmueller Group • Indianapolis IN • 5d ago

Designer

We are seeking a skilled Senior Roadway Designer to join our team. This position can be based out of any of our office locations in Indiana. This position is ideal for an experienced roadway designer with a strong...

5d ago

Apply

CEI Manager

S&ME • Full-time • Indianapolis, IN, US • 1w ago

CEI Manager Requisition Number: 2024-1178-01 S&ME is currently seeking an experienced and passionate engineer to lead and manage our statewide Construction Engineering and Inspection (CEI) practice in I...

1w ago

Apply