Client Manager, Commercial Insurance

Unison Risk Advisors Inc.; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work

Company paid life insurance

Paid time off 21 days

401(k) match

Stock ownership

Job summary

NSI Insurance Group in Miami is seeking an experienced insurance professional to manage broker-client relationships, coordinate with carriers, and provide tailored risk-management solutions across Large Market Commercial Lines.

The role emphasizes strong communication, relationship-building, and a detail-oriented approach to renewals, quotes, and enrollment processes, with hybrid work and competitive benefits.

Qualifications

• Strong understanding of Large Market Commercial Lines coverages.
• Commercial Lines experience of at least 5 years.
• In-depth knowledge of the insurance marketplace and carriers.
• Ability to explain coverages clearly and advise clients confidently.
• Experience building relationships with clients, carriers, and teams.
• Detail-oriented and well-organized with multi-account management.
• Previous local agency or insurance experience is highly desirable.
• License: Property & Casualty 220 preferred; Customer Representative 440 acceptable.

Responsibilities

• Act as primary contact between clients, producers, and carriers to provide service and advice.
• Visit assigned clients to assess needs and present renewals and new options.
• Prepare price quotes for new and existing clients.
• Coordinate broker service presentations and meetings.
• Prepare bid specs to carriers.
• Compare bid results and recommend options.
• Process new cases by gathering required documents.
• Coordinate enrollment with clients or producers.
• Quote, bind and underwrite renewal and new business accurately.
• Issue endorsements for policy changes.
• Answer client inquiries in a timely manner.
• Document information in the computer system.
• Prepare pre-renewal materials and present options.
• Review renewal actions with carriers and draft proposals.
• Schedule renewal meetings with clients.
• Update principals on renewal results.
• Attend seminars and share knowledge with staff.
• Maintain client policy information in system.

Skills

Insurance Expertise

Market Knowledge

Client-Centric Mindset

Strong Communicator

Relationship Builder

Detail-Oriented

Licensing: P&C 220

Licensing: Customer Rep 440

Job description

Scope of Responsibilities

Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service.

Responsibilities

1. Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.

2. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.

3. Prepare and provide price quotes for all new and existing clients as needed.

4. Coordinate with the management regarding broker service presentations and fact finding meetings.

5. Prepare and submit bid specifications to be mailed to carriers.

6. Compare bid results as received and determine recommendations for clients.

7. Process new cases by requesting appropriate documentation from producers or clients as needed.

8. Coordinate enrollment process with producers or clients as needed.

9. Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner.

10. Issue endorsements for all client policy changes.

11. Answer client inquires as needed.

12. Perform new case installation.

14. Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system.

15. Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.

16. Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.

17. Schedule and hold renewal meetings with clients and/or producers.

18. Update principals on renewal results within required time frames.

19. Attend seminars or training programs or other applicable seminars and inform staff of knowledge gained.

20. Document all telephone inquiries and pertinent policy information on computer system.

WHAT YOU'LL NEED:

Insurance Expertise – Strong understanding of Large Market Commercial Lines coverages.Commercial Lines minimum 5 years experience.

Market and Industry Knowledge – In-depth knowledge of the insurance marketplace, including carriers and coverage options.

Client-Centric Mindset – Ability to clearly explain coverages to clients and provide tailored risk management solutions.

Strong Communicator – Excellent verbal and written communication skills, with the ability to educate and advise clients confidently.

Relationship Builder – Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams.

Detail-Oriented & Organized – Capable of managing multiple accounts while ensuring accuracy in policies and proposals.

Relevant Work Experience – Previous experience at a local agency or insurance is highly desirable.

License– Property & Casualty 220 License preferred;Customer Representative 440 minimum allowed

WHO YOU ARE

• Motivated and experienced insurance professional looking for a dynamic role with growth potential
• Ability to consistently demonstrate a positive attitude and lead by example
• Strong interpersonal skills with a collaborative approach
• Confident and self-motivated, with the ability to innovate and think creatively

COMPENSATION:

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

EMPLOYEE BENEFITS:

At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We care about our Employee-Owners, we care about our customers, and we care about the world around us. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:

• Comprehensive medical, dental and vision planswith 100% company paid premiumsand numerous supplemental benefit offerings.
• Generous Paid Time Off (21 days);
• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
• Company paid life insurance, short and long-term disability;
• Financial support for professional development and licensure/designations;
• Hybrid work (4 days in the office and 1 day remote with a 220 license);
• And so much more!

JOIN AN AWARD WINNING TEAM!

** 2026 South Florida Business Journal Best Places to Work

** 2025 South Florida Business Journal Best Places to Work

** 2024 South Florida Business Journal Business of the Year Finalist

** 2024 South Florida Business Journal TOP 10 Best Places to Work

** 2016 through 2023 Big "I" Best Practices Agency

** 2022 Property & Casualty 360 Agency of the Year- National

** 2021 South Florida Business Journal Coolest Office

NSI Insurance Group, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

NSI Best Places to Work 2024 honoree: https://bizj.us/1qkcts

NSI Insurance Group won coolest offices to work 2021! Check out our story here: https://bit.ly/3sL7Jqm

Visit our Company Website: https://nsi.group/