Skip to content

Client Manager,Private Client Group

Unison Risk Advisors

South Bend, Indiana11d ago

About the role

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 SUMMARY The Client Manager provides efficient, professional, and courteous service to Private Client Group 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 personal insurance needs. The Client Manager maintains a clear understanding and knowledge of the insurance marketplace and uses their skills to negotia