Client Manager – Personal Lines

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🏈 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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Professional development opportunities • Ability to learn new skills