Client Manager, P&C at Unison Risk Advisors

Carmel, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

0.0

Posted On

17 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Experience, Risk Management, Insurance Knowledge, Communication Skills, Problem Solving, Critical Thinking, Relationship Building, Negotiation, Time Management, Coverage Analysis, Proposal Creation, Team Collaboration, Adaptability, Attention to Detail, Confidentiality, Industry Trends

Industry

Insurance

Description

JOIN THE GIBSON TEAM AND FIND YOUR EDGE! As a majority 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 The Client Manager provides efficient, professional, and courteous service to our Commercial 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 commercial 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: Working with the Risk Advisor, service team, and other internal departments to plan and execute risk management service strategy for each client Independently evaluating client’s current coverage programs and collaborating with the Risk Advisor/Client Executive to recommend market strategy and plan design Managing creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs Building personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed Managing time to prioritize workload, client service requests, and service needs on business processes Creating high-quality submissions for underwriters, engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices Communicating with underwriters on submissions and negotiating premium, coverage, and other terms on behalf of clients Evaluating coverage, terms, and conditions of quotes received from underwriters; comparing quote options from multiple carriers and presenting coverage comparisons as requested Remaining current on forms, coverage, insurance carriers, industry trends, and legislation Maintaining positive working relationship with insurance carriers, attending meetings and events as appropriate, and proactively learning about their products and underwriting approaches Identifying and recommending additional products, services and coverage levels that enhance client programs Participating in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc. Communicating effectively with Account Managers and providing timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload Developing successful and effective working relationships with Risk Advisors, Client Executives, Account Managers, service team members, managers, carriers and members of other departments Maintains confidential information You might be a great fit for this role if 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 Have strong problem solving and critical thinking skills to resolve client issues Love building personalized relationships both internally and externally Thrive in a fast-paced, team environment to meet client needs Excel at managing expectations with multiple stakeholders through the renewal process Enjoy putting the puzzle pieces together to execute the risk management plan Naturally ask clarifying questions to dig to the root of the issue Exhibit patience, determination, and persistence in troubleshooting client issues Enjoy communicating internally & with clients via phone, email, and Zoom Required: Must have 3+ years of experience in a similar role within the insurance, risk management industry Property and Casualty license Excellent computer and office machine skills, specifically with Microsoft Office products Preferred: Associates degree or some college, completion of INS 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 Majority 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, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT A member of the Unison Risk Advisors platform of companies Comprehensive benefit offering available to chose from

Responsibilities

The Client Manager provides professional service to Commercial clients, planning and executing service strategies while building effective relationships to understand their insurance needs. Responsibilities include evaluating coverage programs, managing proposals, and communicating with underwriters to negotiate terms.