Client Success Lead – Personal Lines Insurance

Unison Risk Advisors; Bloomfield Hills (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

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

The role involves leading renewal cycles, processing policy changes, and preparing reports, while ensuring accurate account records and timely service delivery.

Qualifications

• Bachelor’s degree or equivalent experience is required.
• 3–5+ years of Property & Casualty experience.
• Property & Casualty License required.
• Strong organizational and analytical abilities essential.

Responsibilities

• Owns and manages client relationships across an assigned book of business.
• Serves as primary point of contact for client needs and coverage strategy.
• Evaluates risk exposures and recommends insurance solutions.
• Leads renewal and remarketing processes including applications, negotiations, quotes, and proposals.
• 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.
• Collaborates with internal teams and carrier partners to align service delivery.

Skills

Organizational skills

Problem-solving

Analytical skills

Independent work

Multitasking

Education

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

Tools

Carrier systems

Job description

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

The role involves leading renewal cycles, processing policy changes, and preparing reports, while ensuring accurate account records and timely service delivery.