What are the responsibilities and job description for the Account Manager, Employee Benefits position at Unison Risk Advisors?
JOIN THE GIBSON TEAM AND FIND YOUR EDGE!
As a majority 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 to 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
SUMMARY
The Account Manager provides ongoing support and service to employee benefits clients in conjunction with Client Managers. The Account Manager assists with existing clients and new business prospects by performing a variety of tasks. This role is primarily an internally focused position, with some level of client contact. The Account Manager typically handles $900,000 in revenue.
In this role, you will contribute to the team by:
- Providing the Gibson client experience to existing accounts and potential clients by:
- Promptly handling client requests, questions, and policy changes, in a professional manner
- Documenting all client activity and correspondence into agency management tools and software systems
- Managing the day-to-day client activity through:
- Developing and retaining solid partnerships with clients’, HR managers and other client support staff
- Managing service/billing/claims/enrollment issues with clients
- Handling carrier or administrative issues as part of a client service team for client accounts
- Researching and resolving issues for clients in a timely manner
- Planning, prioritizing, and completing day-to-day workload, considering new business, renewal business and day-to-day service responsibilities for the clients’ accounts assigned in a timely manner ensuring internal/external deadlines are met
- Attending internal renewal meetings
- Managing implementation of new lines of coverage and carrier changes with Client Manager
- Preparing employee communications material such as:
- Benefit Guides, brochures, flyers and payroll stuffers
- Proofing booklets and contracts for accuracy and resolving any inaccuracies
- Requesting Schedule A’s for clients’ IRS Form 5500 filings and facilitating signature ready Form 5500s
- Assisting clients on where to obtain required notices, such as Medicare Part D Notice requirements
- Maintaining data integrity in the agency management system
- Working with Service Support Specialist to set up HR managers and support staff with Gibson tools
- Informing Client Managers of escalated service issues
- Managing ResourcePro utilization
- Acting as a backup to team personnel as needed
- Maintaining confidential information
- Performs other duties and special projects as assigned
You might be a great fit for this role if you:
- Love marking tasks off a to-do list
- Excel at prioritizing competing demands and adapting quickly to internal and external requests
- Are driven to meet deadlines
- Have strong problem solving and critical thinking skills to resolve client issues
- Have a knack for thorough documentation
- Thrive in a fast-paced, team environment to meet client needs
- Love delivering a great client experience
- Naturally ask clarifying questions to dig to the root of the issue
- Exhibit patience, determination, and persistence in troubleshooting client issues
- Have strong communication skills
- Enjoy communicating internally & with clients via phone, email, and Zoom
Required:
- Must have 2 years of experience in a similar role within the insurance, risk management, or financial services industry
- Life & Health license (or the ability to obtain the license within 3 months of employment)
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:
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