Client Manager – Employee Benefits

Job not on LinkedIn

🕒 April 2

🏈 Ohio – Remote

🏈 Ohio – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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Unison Risk Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2020

🤝 B2B

💸 Finance

B2B • Finance

Unison Risk Advisors is a high-growth platform of independent, employee-owned firms that delivers risk management and insurance brokerage solutions to corporate and institutional clients worldwide. The company provides insurance brokerage, risk consulting, employee benefits expertise, and shared services while enabling partner firms to retain local presence, culture, and ownership. With dozens of offices, over a thousand employees, and multiple acquisitions, Unison focuses on serving businesses with tailored insurance, loss prevention, and risk-transfer strategies.

📋 Description

• Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. • Participate in annual meeting planning by completing pertinent portions of the report and conducting research. • Retain and develop accounts by preparing and writing proposals, and providing quote comparisons. • Perform program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting. • Provide additional resources for the client as needed. • Market renewal and new lines of coverage including creating coverage specifications. • Analyze quotes received from carriers and negotiate with carriers. • Review policy coverage and identify cross-selling and additional revenue opportunities. • Ensure legislative, regulatory and technical developments are appropriately communicated to clients. • Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences.

🎯 Requirements

• Bachelor’s Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary. • 3 – 5 years’ employee benefits experience handling medium accounts at a high level of responsibility. • Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers. • Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints. • Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude. • Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies. • Possesses excellent organizational skills and strong financial analysis acumen. • Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes. • Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders’ needs and requests. • Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant. • Proficient with Microsoft Office Products, including Excel and PowerPoint, are required. • This position requires a high energy level and the ability to handle stress-related situations on a daily basis. • Possess appropriate, jurisdictional licenses - Life and Health

🏖️ Benefits

• Competitive salary • Professional development opportunities • Positive work environment • Delegation and development opportunities for co-workers • Participation in webinars/seminars and conferences