Client Manager, Team Leader- Employee Benefits

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!