Client Manager – Personal Lines

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🕒 Junho 5

🏈 Ohio – Remoto

🏈 Ohio – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤝 Parceiro de Cliente

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Unison Risk Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2020

💼 Consultoria

🏥 Saúde

🛡️ Seguros

Consulting • Healthcare • Insurance

A Unison Risk Advisors é uma plataforma em rápido crescimento de empresas independentes e de propriedade dos funcionários, que oferece soluções de gestão de riscos e corretagem de seguros para clientes corporativos e institucionais em todo o mundo. A empresa fornece corretagem de seguros, consultoria de riscos, expertise em benefícios aos funcionários e serviços compartilhados, permitindo que as empresas parceiras mantenham a presença local, cultura e propriedade. Com dezenas de escritórios, mais de mil funcionários e múltiplas aquisições, a Unison foca em atender negócios com estratégias personalizadas de seguro, prevenção de perdas e transferência de risco.

Descrição

• Responsible for servicing an assigned book of business • Serves as the main point of contact for all existing clients • Responds to all service requests inclusive of billing inquiries and coverage options • Maintains accurate account files, records, and documentation • Prepares and submits policy change requests to carriers • Monitors the status of change requests • Makes recommendations to prospects and current clients through an annual insurance review process • Prepares Stewardship & Insurance Summary reports for clients • Maintains client relationships and supports retention ratio • Performs all phases of renewal and remarket processing • Identifies and processes coverage enhancements and cross-sales opportunities • Resolves client and/or carrier accounting issues • Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff • Remains current with respect to industry updates • Maintains favorable and productive relationships with all underwriters • Attains further education and skills development opportunities for professional designations

🎯 Requisitos

• Bachelor degree in Business Administration or Risk Management • 3 to 5 years or more of related experience or the equivalent combination of education and experience • Prior Property & Casualty support experience • Prior Property & Casualty client management experience • Property & Casualty License • Exceptional organizational skills • Ability to problem solve, think logically and work independently • Works well under pressure and meets established deadlines • Exceptional written and verbal communication • Ability to think strategically and formulate an action plan based on a given set of facts

🏖️ Benefícios

• Professional development opportunities • Ability to learn new skills