Unison Risk Advisors
Client Manager, P&C
Join to apply for the Client Manager, P&C role at Unison Risk Advisors.
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.
Responsibilities
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 programme 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 programmes
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
Maintaining confidential information
What Makes a Great Fit
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 Qualifications
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 Qualifications 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.
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 choose from
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
#J-18808-Ljbffr
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.
Responsibilities
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 programme 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 programmes
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
Maintaining confidential information
What Makes a Great Fit
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 Qualifications
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 Qualifications 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.
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 choose from
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
#J-18808-Ljbffr