Gibson
Overview
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.
Responsibilities
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
Qualifications
5+ years of experience in 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!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Strategy/Planning and Information Technology
Industries
Insurance
#J-18808-Ljbffr
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.
Responsibilities
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
Qualifications
5+ years of experience in 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!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Strategy/Planning and Information Technology
Industries
Insurance
#J-18808-Ljbffr