Casualty Practice Leader, Global

Unison Risk Advisors; Cleveland (OH); Vor Ort; USD 150.000 - 230.000; Vollzeit

Zusammenfassung

Unison Risk Advisors is seeking a Senior casualty leader to drive brokerage outcomes, revenue growth, and client retention for the Casualty Practice in the Cleveland area. You will lead the practice team, allocate resources, and shape strategy while serving as a senior technical and client-facing resource for complex accounts.

You will manage the largest casualty accounts, assemble teams and proposals, and collaborate with sales and service leaders to achieve growth and high service standards.

Qualifikationen

• Bachelor’s degree in Business Administration or related field; MBA preferred, or equivalent experience.
• Ten or more years of related insurance industry experience.
• Leadership experience in an insurance brokerage environment.
• Experience supporting Global and/or Middle Market accounts of comparable size and scope.
• Proven track record as a collaborative leader directing a client service team.
• Advanced Property & Casualty knowledge across multiple coverages.
• Property & Casualty license required; CPCU designation preferred.
• Strong analytical, problem-solving, and data-translation skills.
• Excellent written, verbal, presentation, negotiation, financial, and relationship-management skills.
• Proficiency with email, scheduling, word processing, spreadsheets, and CRM/analytics tools.

Aufgaben

• Leads the Casualty Practice Team to achieve business objectives, client service standards, retention goals, and new sales priorities.
• Drives strategy and outcomes for assigned clients, ensuring high retention and growth.
• Leads largest casualty accounts, assembling teams, proposals, and presentations; acts as Client Executive when needed.
• Develops targeted strategies to grow revenue, expand market share, and set annual improvement priorities.
• Sets and achieves annual fee-revenue budgets for the practice area.
• Collaborates with sales and service leaders to drive new business and client retention.
• Serves as primary contact for key decision-makers, exploring cross-sell opportunities.
• Facilitates stewardship reviews with key accounts and buying groups.
• Maintains relationships with carrier contacts and negotiates terms for renewals.
• Leads the Practice Team through coaching, goal setting, training, and career planning with HR.
• Acts as SME for complex, large-revenue accounts and addresses management inquiries.
• Partners with Data Enablement to deliver scalable analytics and client insights.
• Leads team meetings to review objectives, progress, and standards; promotes high-quality delivery.
• Ensures quality-control policies, workflows, and continuous improvement across the practice.
• Monitors revenue and expenses and reports to Global Practice Leader; supports profit targets.
• Keeps abreast of industry trends to improve client outcomes; participates in industry events.

Kenntnisse

Leadership

Client management

Strategic planning

Financial acumen

Communication

Relationship management

Travel up to 35%

Ausbildung

Bachelor’s degree in Business Administration

MBA preferred

Tools

CRM

SharePoint

Analytics tools

Agency management system

Jobbeschreibung

Job Summary

Responsible for driving brokerage outcomes, revenue growth, profitability, and client retention for the Casualty Practice. Leads the practice team, allocates resources, shapes brokerage strategy, supports new business, and serves as a senior technical and client-facing resource for complex casualty accounts.

A Day in The Life

• Leads the Casualty Practice Team to achieve strategic business objectives, client service standards, retention goals, and new sales priorities.
• Drives brokerage strategy and outcomes for assigned clients and prospects, with accountability for retention, placement quality, and business growth.
• Takes a lead role on the largest casualty accounts and sales opportunities, assembling the appropriate team, strategy, proposal, and presentation; serves in a Client Executive capacity for specified accounts when needed.
• Creates and implements targeted strategies that grow revenue, strengthen practice visibility, expand market share, and establish annual improvement priorities.
• Defines and executes practice service deliverables, including establishing and achieving the annual fee-revenue budget where applicable.
• Collaborates with sales and service leaders to establish goals for new business growth and client retention, subject to leadership review and approval.
• Serves as a primary contact for key decision-makers, builds understanding of the firm’s broader capabilities, and identifies cross-sell opportunities that support client needs.
• Facilitates stewardship reviews with key accounts and buying groups.
• Develops and maintains relationships with key carrier contacts and negotiates terms and conditions for stand-alone and aggregated policy renewals.
• Leads and manages the Practice Team, including coaching, goal setting, training coordination, skills development, and career planning in partnership with Human Resources.
• Serves as the subject-matter expert for complex, large-revenue accounts and responds to management inquiries and concerns.
• Collaborates with the Data Enablement Team Leader to deliver scalable analytic solutions, improve data literacy, and translate complex datasets into clear client-facing insights.
• Conducts team meetings to review near-term objectives, long-term goals, client deliverables, project progress, practice initiatives, current events, and areas requiring attention.
• Fosters a collaborative team environment and ensures quality-control policies, systems, and workflows are applied consistently; addresses deficiencies and updates standards when needed.
• Measures, evaluates, and reports revenue and expense matters to the Global Practice Leader monthly, taking action to support short- and long-term profit-and-loss targets.
• Maintains awareness of industry and business innovation and applies relevant findings to improve client and business outcomes.
• Participates in relevant conferences, industry networking, professional affiliate events, and appropriate speaking opportunities to showcase practice expertise.
• Leads by example through knowledge sharing, supports departmental and company goals, follows organizational policies, and performs other duties as assigned.

What You’ll Need

• Bachelor’s degree in Business Administration or a related field; MBA preferred, or an equivalent combination of education and experience.
• Ten or more years of related insurance industry experience.
• Prior leadership experience in an insurance brokerage environment.
• Prior experience supporting Global and/or Middle Market accounts of comparable size and scope.
• Demonstrated success as a collaborative leader directing a client service team.
• Advanced Property & Casualty knowledge, including property, general liability, commercial auto, workers’ compensation, management liability, professional liability/errors and omissions, environmental and transactional products, privacy and security/technology, and crime/kidnap and ransom coverages.
• Property & Casualty license required; CPCU designation preferred.
• Ability to analyze complex information, solve problems, manage projects, exercise sound judgment, and translate data into actionable business and client insights.
• Strong written, verbal, presentation, negotiation, financial, and relationship-management skills.
• Intermediate proficiency with email, scheduling, word processing, spreadsheets, presentations, and routine database activity; working knowledge of agency management, CRM, SharePoint, analytics, and financial-management tools.
• Ability to prioritize, organize, delegate, and operate independently within established policies and objectives.
• Ability to travel locally and overnight up to 35%.

Who You Are

• An effective, forward-thinking leader who builds trust, inspires accountability, and develops others.
• Highly collaborative, adaptable, and confident, with a grounded and approachable leadership style.
• Organized and disciplined, with the ability to manage competing priorities and make timely decisions.
• Analytical and commercially minded, with a strong orientation toward growth, profitability, quality, and client outcomes.
• An excellent communicator who can simplify complex information for clients, teammates, and senior leaders.
• Innovative and open to change, with the ability to strengthen workflows, standards, and service delivery.
• Trustworthy, dependable, and committed to sound judgment, professionalism, and ethical business practices.