Client Manager, Personal Lines — Strategic Advisor

Unison Risk Advisors; Cleveland (OH); Vor Ort; USD 65.000 - 75.000; Vollzeit

Zusammenfassung

Unison Risk Advisors is seeking a Client Manager for Personal Lines to independently manage client relationships and service delivery within an assigned book of business. You will balance strategic advisory with hands‑on execution to deliver best‑in‑class client outcomes and support growth.

In this role you will lead renewal and remarketing, evaluate risk exposures, collaborate with Sales and Client Executives, and ensure timely service, billing accuracy, and contribution to strategy.

Qualifikationen

• Bachelor’s degree in Business Administration, Risk Management, or equivalent experience.
• 3–5+ years of related Property & Casualty experience.
• Property & Casualty License.
• Strong organizational, problem‑solving, and analytical skills.
• Ability to work independently and manage multiple priorities.

Aufgaben

• Owns and manages client relationships across an assigned book of business.
• Serves as primary point of contact for client needs, service requests, and coverage strategy.
• Exercises independent judgment in evaluating risk exposures and recommending insurance solutions.
• Partners with Sales Executives and Client Executives to support business retention and growth.
• Leads renewal and remarketing processes including applications, negotiations, quotes, and proposals.
• Evaluates and processes policy changes, ensuring timely and accurate execution.
• Prepares stewardship and insurance summary reports.
• Manages billing, invoicing, and resolves accounting discrepancies with clients and carriers.
• Maintains accurate account records and documentation in agency systems.
• Ensures service delivery meets agency standards and timelines.
• Monitors policy changes and ensures alignment with client strategy.
• Provides consistent and professional communication documentation.

Kenntnisse

Organizational skills

Problem-solving

Analytical skills

Independent work

Multitasking

Ausbildung

Bachelor's degree

Jobbeschreibung

Unison Risk Advisors is seeking a Client Manager for Personal Lines to independently manage client relationships and service delivery within an assigned book of business. You will balance strategic advisory with hands‑on execution to deliver best‑in‑class client outcomes and support growth.

In this role you will lead renewal and remarketing, evaluate risk exposures, collaborate with Sales and Client Executives, and ensure timely service, billing accuracy, and contribution to strategy.