Unison Risk Advisors

Account Executive

• Providing Gibson Client experience to existing accounts and potential clients
• Managing internal renewal processes and timelines for book of business
• Leading implementation of new lines of coverage and carrier changes
• Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
• Communicating with carriers in a professional manner to negotiate the needs of the client
• Conducting group education and enrollment meetings at client sites or via webinar as required
• Communicating due dates, timelines, and expectations to Consultant/Client Executive, clients and partners
• Identifying problems, summarizing and developing strategic solutions with the Consultant/Client Executive
• Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process
• Providing client with required compliance information
• Attending onsite and offsite client meetings as necessary
• Acting as a backup to team personnel when necessary
• Maintaining confidential information
• Performing other duties and special projects as assigned

Account Executive, Employee Benefits

Account Manager

• Providing the Gibson 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 the day-to-day client activity through: Developing and retaining solid partnerships with clients’, 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 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: 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 ResourcePro utilization
• Acting as a backup to team personnel as needed
• Maintaining confidential information
• Performs other duties and special projects as assigned

Account Executive, Employee Benefits

Account Executive, Employee Benefits

Account Executive, Employee Benefits

Account Manager, Employee Benefits