Account Manager, Employee BenefitsUnison Risk Advisors • Portage, Wisconsin, USA
Account Manager, Employee Benefits
Unison Risk Advisors • Portage, Wisconsin, USA
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Providing the Gibson client experience to existing accounts and potential clients by : Documenting all client activity and correspondence into agency management tools and software systems Managing the day-to-day client activity through : 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 : Proofing booklets and contracts for accuracy and resolving any inaccuracies Requesting Schedule As 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 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 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) 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
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. Were 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 $900000 in revenue.
In this role you will contribute to the team by :
Promptly handling client requests questions and policy changes in a professional manner
Developing and retaining solid partnerships with clients HR managers and other client support staff
Benefit Guides brochures flyers and payroll stuffers
You might be a great fit for this role if you :
Required :
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.
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 cant or dont bother to. Thats how we get to the proactive side of insurance where our clients really gain their edge.
Here are some noteworthy facts about Gibson :
Required Experience :
Manager
Key Skills
Vendor Management,Fmla,HIPAA,Analysis Skills,Benefits Administration,HRIS,Filing,Payroll,Employment & Labor Law,ADP,Human Resources,Workday
Employment Type : Full-Time
Experience : years
Vacancy : 1
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Account Manager • Portage, Wisconsin, USA
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