Client Manager - P&C

Unison Risk Advisors; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

Remote Jobs seeks a Client Manager, P&C to lead servicing for a designated book of Property & Casualty accounts. You will act as the primary client contact, design coverage, assess risk, and coordinate internal resources to ensure retention and growth.

The role requires a P&C license, 5–10 years of commercial lines experience, and strong client relationship skills. You will collaborate with Sales, Underwriting, and Carrier partners to implement tailored insurance programs.

Qualifications

• Property & Casualty license required.
• 5–10 years of commercial lines experience.
• Client management and servicing experience.
• Strong technical knowledge of P&C coverages.
• Ability to work independently and manage priorities.

Responsibilities

• Serve as the primary client contact for an assigned book of business.
• Lead client strategy including coverage design, risk assessment, and service delivery.
• Coordinate with internal teams and carrier partners to deliver client solutions.
• Execute servicing tasks including endorsements, certificates, and client requests.
• Maintain client records and documentation and monitor workflows.

Skills

Client management

Commercial lines experience

Independent work

Education

CIC/CPCU certifications

College degree or equivalent

Job description

Client Manager, P&C – Job Description

Position Summary

Responsible for managing and servicing a book of Property & Casualty business by acting as the primary client contact, delivering tailored risk management and insurance solutions, and coordinating internal resources to ensure client satisfaction, retention, and growth. This role is both strategic and hands‑on, requiring leadership in client service delivery, risk assessment, and relationship management while supporting organizational growth objectives.

Key Responsibilities

Functional Leadership & Ownership

• Serve as the primary client contact for an assigned book of business.
• Lead client strategy including coverage design, risk assessment, and service delivery.
• Provide direction to client service team members and ensure alignment with client needs.
• Act as subject matter expert in Property & Casualty insurance solutions.

Hands‑On Execution & Delivery

• Design, market, and implement insurance programs based on client risk profiles.
• Review contracts, exposures, and coverage requirements.
• Compile underwriting data and engage carriers for optimal program placement.
• Execute daily service tasks including endorsements, certificates, and client requests.

Reporting, Quality & Operational Support

• Ensure accuracy and timeliness of all client deliverables.
• Maintain comprehensive client records and documentation.
• Monitor servicing workflows and resolve issues proactively.
• Support billing coordination and policy lifecycle management.

Cross‑Functional Partnership & Integration

• Collaborate with Sales, Client Executives, and Practice Leaders to drive growth and retention.
• Partner with internal teams and carrier partners to deliver client solutions.
• Support onboarding of new clients and ensure compliance standards are met.
• Maintain strong relationships with underwriters and carrier partners.

Growth, Change & Special Initiatives

• Support new business development and organic growth strategies.
• Participate in client stewardship and value demonstration efforts.
• Assist with special projects and strategic initiatives.
• Represent the organization at meetings and industry functions as needed.

Process Improvement & Best Practices

• Identify opportunities to improve workflows and service delivery.
• Stay informed on industry trends, carrier appetites, and market conditions.
• Promote best practices across client service operations.
• Contribute to training and development of team members.

Accountability

• Deliver high‑quality client service and retention outcomes.
• Maintain accuracy and reliability in all client deliverables.
• Build strong client and carrier relationships.
• Demonstrate ownership and sound judgment in decision‑making.

Qualifications

Required

• Property & Casualty License.
• 5–10 years of commercial lines experience.
• Client management and servicing experience.
• Strong technical knowledge of P&C coverages.
• Ability to work independently and manage priorities.

Preferred

• College degree or equivalent experience.
• Professional designations (e.g., CIC, CPCU).
• Experience with complex or large accounts.
• Prior mentoring or leadership experience.

Key Competencies

• Strategic & Systems Thinking
• Ownership & Accountability
• Client Relationship Management
• Process Improvement
• Collaboration & Communication
• Business Acumen