Client Relationship Lead – Personal Lines Insurance

Unison Risk Advisors; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Unison Risk Advisors in Columbus, OH is seeking a Client Manager for Personal Lines to independently manage client relationships and service delivery within an assigned book of business. You will evaluate risk exposures, pre-qualify coverage strategies, and collaborate with Sales and Client Executives to secure and retain business.

You will lead renewal and remarketing processes, prepare reports, manage billing, and ensure service standards.

Qualifications

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

Responsibilities

• 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 all phases of 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.
• Collaborates with internal teams and carrier partners to align service delivery.
• Maintains strong underwriter relationships to support optimal outcomes.
• Attends client meetings and contributes to service strategy execution.
• Identifies cross-sell and coverage enhancement opportunities.
• Supports retention goals aligned with agency standards.
• Participates in client strategy development and implementation.
• Identifies opportunities for process improvement and efficiency.
• Stays current on industry trends, underwriting appetites, and carrier systems.
• Pursues continued education and professional designations.

Skills

Organizational skills

Analytical skills

Independent working

Communication

Education

Bachelor’s degree in Business Administration, Risk Management, or equivalent experience

Job description

Unison Risk Advisors in Columbus, OH is seeking a Client Manager for Personal Lines to independently manage client relationships and service delivery within an assigned book of business. You will evaluate risk exposures, pre-qualify coverage strategies, and collaborate with Sales and Client Executives to secure and retain business.

You will lead renewal and remarketing processes, prepare reports, manage billing, and ensure service standards.