P&C Account Executive: Client Service & Renewals Lead

Unison Risk Advisors Inc.; Orlando (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Unison Risk Advisors Inc. in Orlando, FL, is seeking an Account Executive to deliver exceptional service to Hatcher's P&C clients, coordinating policy service, renewals, and carrier relationships.

You will work with Producers and internal partners to ensure timely and accurate responses and maintain strong client relationships. This role requires 2+ years in P&C account management, an active license or the ability to obtain it, and proficiency with Excel and agency systems.

Qualifications

• 2+ years of experience in P&C account management, insurance, risk management, or financial services.
• Active P&C Insurance license, or the ability to obtain licensure within a specified timeframe after hire.
• Experience supporting commercial insurance clients across multiple lines of coverage.
• Working knowledge of commercial insurance products, policy administration, renewals, endorsements, certificates of insurance, and claims processes.
• Proficiency with Microsoft Excel, including formulas, and data organization
• Strong written and verbal communication skills
• Ability to work effectively both independently and as part of a team

Responsibilities

• Delivering an Exceptional Client Experience
• Serve as the primary day-to-day contact for assigned Hatcher Property & Casualty clients.
• Respond promptly and professionally to client inquiries and service requests.
• Build and maintain strong relationships with clients, carrier partners, and internal team members.
• Research and resolve client issues by coordinating with insurance carriers and internal stakeholders to ensure timely and accurate resolution.
• Identify opportunities to improve the client experience and communicate recommendations.
• Escalate complex service issues to leadership when appropriate.
• Maintain confidentiality of client information and business records.
• Manage the day-to-day servicing of assigned commercial insurance accounts.
• Process policy changes, endorsements, cancellations, reinstatements, and renewals.
• Coordinate issuance of certificates of insurance, auto ID cards, evidence of property insurance, and other policy documentation.
• Review policies, endorsements, and carrier documents for accuracy and completeness.
• Maintain accurate client records and documentation within the agency management system.
• Plan, prioritize, and complete daily workload while balancing new business, renewals, and service requests to meet internal and client deadlines.
• Monitor outstanding items and follow through to completion.
• Participate in internal renewal strategy meetings.
• Work collaboratively with renewal preparation and marketing activities.
• Review renewal proposals for accuracy and assist in preparing client presentation materials.
• Coordinate implementation of new policies and carrier transitions.
• Assist in identifying coverage gaps or additional risk management opportunities for existing clients.

Skills

Communication

Analytical thinking

Attention to detail

Problem solving

Teamwork

Tools

Microsoft Excel

Applied Epic

AMS360

Job description

Unison Risk Advisors Inc. in Orlando, FL, is seeking an Account Executive to deliver exceptional service to Hatcher's P&C clients, coordinating policy service, renewals, and carrier relationships.

You will work with Producers and internal partners to ensure timely and accurate responses and maintain strong client relationships. This role requires 2+ years in P&C account management, an active license or the ability to obtain it, and proficiency with Excel and agency systems.