Account Manager, Employee Benefits

WE’RE ADVISORS, NOT JUST BROKERS.

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.

We take the same approach with our employees, helping them find and own their edge. We do this by recruiting top talent, providing a comprehensive training plan, and helping you define a career path at Gibson.

Our Core Values are lived in our business and our culture is fueled by them.

• Do the Right Thing
• Play for Each Other
• Create a Great Experience
• Own Your Future
• Pursue Growth

The Account Manager provides ongoing support and service to employee benefits clients in conjunction with Account Executives. This role is primarily an internally focused position, with some level of client contact.

In this role, you will contribute to the team by:

• Promptly handling client requests, questions, and policy changes, in a professional manner
• Performs other duties and special projects as assigned
• Assisting clients on where to obtain required notices, such as Medicare Part D Notice requirements
• Researching and resolving issues for clients in a timely manner
• Maintaining confidential information
• Proofing booklets and contracts for accuracy and resolving any inaccuracies
• Preparing employee communications material such as:
• Documenting all client activity and correspondence into agency management tools and software systems
• Requesting Schedule A’s for clients’ IRS Form 5500 filings and facilitating signature ready Form 5500s
• Providing the Gibson client experience to existing accounts and potential clients
• Managing service/billing/claims/enrollment issues with clients
• Maintaining data integrity in the agency management system
• Informing Account Executives of escalated service issues
• 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
• Benefit Guides, brochures, flyers and payroll stuffers
• Managing implementation of new lines of coverage and carrier changes
• Attending internal renewal meetings
• Handling carrier or administrative issues as part of a client service team for client accounts
• Managing the day-to-day client activity
• Acting as a backup to team personnel as needed
• Developing and retaining solid partnerships with clients’, HR managers and other client support staff
• Working with Service Support Specialist to set up HR managers and support staff with Gibson tools

You might be a great fit for this role if you:

• Excel at prioritizing competing demands and adapting quickly to internal and external requests
• Love delivering a great client experience
• Love marking tasks off a to-do list
• Thrive in a fast-paced, team environment to meet client needs
• Have a knack for thorough documentation
• Enjoy communicating internally & with clients via phone, email, and Zoom
• Exhibit patience, determination, and persistence in troubleshooting client issues
• Are driven to meet deadlines
• Have strong communication skills
• Have strong problem solving and critical thinking skills to resolve client issues
• Naturally ask clarifying questions to dig to the root of the issue

Required:

• Life & Health license (or the ability to obtain the license within 3 months of employment)
• Must have 2+ years of experience in a similar role within the insurance, risk management, or financial services industry