Client Experience Leader - Personal Lines Insurance

Unison Risk Advisors; Fort Lauderdale (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Unison Risk Advisors is seeking a Client Manager for Personal Lines to deliver exceptional service, manage client relationships, and coordinate with carriers on coverage and quotes. This role focuses on maintaining accurate records, responding to requests, and supporting renewals and new business with a proactive service mindset.

The right candidate will bring 3+ years in personal lines, strong communication, and a licensing or designation path (P&C).

Qualifications

• 3+ years of personal lines insurance experience.
• Strong knowledge of personal lines coverages.
• Excellent written and verbal communication.
• Licensed or eligible for P&C license.
• Agency system experience is a plus.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients.
• Build and maintain relationships with clients, carrier partners, and internal teams.
• Provide insurance expertise, guidance, and recommendations regarding personal lines coverage.
• Act as the primary liaison between clients and insurance carriers.
• Respond promptly to service requests and inquiries.
• Prepare and provide quotes for new and existing clients.
• Quote, bind, underwrite, and process policy transactions.

Skills

Client management

Communication

Analytical skills

Problem solving

Organizational skills

Insurance knowledge

Education

Designations: CISR/CIC/CRM

P&C license preferred

Tools

Applied Epic

AMS360

Job description

Unison Risk Advisors is seeking a Client Manager for Personal Lines to deliver exceptional service, manage client relationships, and coordinate with carriers on coverage and quotes. This role focuses on maintaining accurate records, responding to requests, and supporting renewals and new business with a proactive service mindset.

The right candidate will bring 3+ years in personal lines, strong communication, and a licensing or designation path (P&C).