What are the responsibilities and job description for the Client Executive, Employee Benefits- South Bend position at Gibson Insurance Agency?
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
As a direct member of the sales and advisory team, the Client Executive (CE) works closely with the assigned Production Team and Service Team to ensure retention and on-going client satisfaction by managing the overall relationship with the client. The CE will lead client relationships independently from the originating sales executive. This role is responsible for coordinating the overall delivery of services and retaining client relationships.
In this role, you will contribute to the team by:
- 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
You might be a great fit for this role if you:
- 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
Required:
- Current Life & Health license
- 3-5 years of insurance sales, consulting and/or client executive experience
- Excellent computer skills, specifically with Microsoft Office products
Preferred: Bachelors degree, CEBS designation (or other applicable insurance 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 cant or dont bother to. Thats how we get to the proactive side of insurance, where our clients really gain their edge.
- Founded in 1933
- 100% 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, Kalamazoo, MI, Phoenix, AZ???????
