Small Group Client Manager, Employee Benefits

Job not on LinkedIn

November 4

🦀 Maryland – Remote

Although this job is listed in Maryland, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🤝 Client Partner

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Unison Risk Advisors

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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.

501 - 1000 employees

Founded 2020

🤝 B2B

💸 Finance

📋 Description

• Partner with clients throughout the renewal process, ensuring seamless communication and guidance. • Maintain regular communication with clients to address issues, answer questions, and resolve challenges promptly. • Present renewal options and strategies to clients, ensuring alignment with their business goals. • Conduct open enrollment meetings, clearly explaining and relaying benefit information to clients and their employees. • Stay informed on employee benefits trends, including plan designs, cross-sell opportunities, legislation, compliance, and emerging market trends. • Proactively identify opportunities to retain clients and achieve high client satisfaction. • Quickly assess and address client needs, providing viable solutions that exceed expectations. • Communicate effectively with internal team members regarding client issues, renewals, and proactive planning. • Foster a positive team environment by offering encouragement, mediating concerns, and promoting collaboration. • Contribute ideas for improving processes and enhancing client service.

🎯 Requirements

• 1-3 years of experience in employee benefits (preferred but not required) • Bachelor’s degree or equivalent experience (preferred) • Strong organizational skills with the ability to manage multiple priorities and tasks effectively • Excellent verbal and written communication skills, including presentation abilities • Proactive approach to building and maintaining client relationships • Proficiency with business technology, including email, word processing, spreadsheets, and presentation software.

🏖️ Benefits

• Continuing Education as a condition of employment • Backup support for executive assistant and office operations as needed • Collaborative team environment