Account Manager

Account Manager, Employee Benefits

Join to apply for the Account Manager, Employee Benefits role at Unison Risk Advisors

As a majority employee‑owned organization, Unison Risk Advisors is committed to creating world‑class service experiences for our client benefit customers through high‑performance client service teams. We provide high quality training, tools and resources and curate experiences that help our employee owners find and own their edge.

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 and typically handles $900,000 in revenue.

• Provide the 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 day‑to‑day client activity through:
  • Developing and retaining solid partnerships with 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 client issues 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 client accounts assigned in a timely manner and 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 Resource Pro utilization
• Acting as a backup to team personnel as needed
• Maintaining confidential information
• Performing 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
• Driven to meet deadlines
• Strong problem‑solving and critical‑thinking skills to resolve client issues
• Thorough documentation skills
• Fast‑paced, team environment to meet client needs
• Delivering a great client experience
• Ask clarifying questions to dig to the root of the issue
• Patience, determination and persistence in troubleshooting client issues
• Strong communication skills
• Communicating via phone, email and Zoom

• 2+ years of experience in a similar role within the insurance, risk management, or financial services industry
• Life & Health license (or 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
• Member of the Unison Risk Advisors platform of companies
• Comprehensive benefit offering available to choose from

Apply now to join the Gibson team and build your edge while delivering exceptional service to employee benefits clients.