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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 high quality training, tools, and resources; and curate experiences that help them find and own their edge.
ur 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 Select Account Manager provides ongoing support and service to commercial property and casualty clients within Business Group in conjunction with Select Client Managers. The Select 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.
Responsibilities
Providing quality service through completion of account-related tasks.
Assisting service team in processing questions related to policy and endorsement processing.
Preparing and sending clients information such as auto ID cards, certificates of insurance, binders etc.
Reviewing invoices in agency management system and sending to clients.
Auditing and confirming policies are accurate and resolving any discrepancies.
Entering required information into agency management systems.
Maintaining current account and policy data in agency management systems.
Conducting research within file documentation.
Thoroughly documenting tasks and relevant interactions in our agency management system.
Informing client service team of developments or roadblocks in completion of duties.
Communicating effectively with Select Client Managers and ASRs. Providing timely and complete information to allow them to efficiently manage their processes.
Performing other duties and special projects as assigned.
Acting as a backup to team personnel as needed.
Maintaining confidential information.
Achieving desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals.
Candidate Fit
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 Qualifications
High school diploma or equivalent
1+ year working in a client service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry is preferred
Property and Casualty license
Excellent computer and office machine skills, specifically with Microsoft Office products
Preferred Qualifications Associates degree or some college. Prior client service experience within a property and casualty insurance environment.
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 chose from
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
Industries Insurance
Location: Salt Lake City, UT
Salary: $65,000.00–$105,000.00
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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 high quality training, tools, and resources; and curate experiences that help them find and own their edge.
ur 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 Select Account Manager provides ongoing support and service to commercial property and casualty clients within Business Group in conjunction with Select Client Managers. The Select 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.
Responsibilities
Providing quality service through completion of account-related tasks.
Assisting service team in processing questions related to policy and endorsement processing.
Preparing and sending clients information such as auto ID cards, certificates of insurance, binders etc.
Reviewing invoices in agency management system and sending to clients.
Auditing and confirming policies are accurate and resolving any discrepancies.
Entering required information into agency management systems.
Maintaining current account and policy data in agency management systems.
Conducting research within file documentation.
Thoroughly documenting tasks and relevant interactions in our agency management system.
Informing client service team of developments or roadblocks in completion of duties.
Communicating effectively with Select Client Managers and ASRs. Providing timely and complete information to allow them to efficiently manage their processes.
Performing other duties and special projects as assigned.
Acting as a backup to team personnel as needed.
Maintaining confidential information.
Achieving desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals.
Candidate Fit
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 Qualifications
High school diploma or equivalent
1+ year working in a client service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry is preferred
Property and Casualty license
Excellent computer and office machine skills, specifically with Microsoft Office products
Preferred Qualifications Associates degree or some college. Prior client service experience within a property and casualty insurance environment.
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 chose from
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
Industries Insurance
Location: Salt Lake City, UT
Salary: $65,000.00–$105,000.00
#J-18808-Ljbffr