Senior Client Manager - Middle Market

Unison Risk Advisors; Michigan; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Unison Risk Advisors in Michigan seeks a Senior Client Manager, Middle Market, to lead a book of Property & Casualty business. You will be the primary client contact, delivering tailored risk management and insurance solutions, and guiding internal teams to meet client objectives.

You will own relationships, support retention and growth, and partner with Sales and Client Executives to align coverage with client needs, while maintaining timely, accurate service delivery.

Qualifications

• Property & Casualty license required.
• 5–10 years of experience in commercial lines insurance.
• Prior Property & Casualty client management experience.
• Strong technical knowledge of Commercial Lines coverage.
• Ability to work independently and manage multiple priorities.
• Strong communication and relationship management skills.

Responsibilities

• Serves as the primary service contact for clients, owning relationships and ensuring all service needs are met.
• Provides direction to client service teams and aligns internal resources to meet client objectives.
• Acts as subject matter expert in Property & Casualty coverage and risk solutions.
• Collaborates with Sales and Client Executives to support retention and growth strategies.
• Identifies, designs, and implements cost‑effective insurance solutions for clients.
• Oversees marketing efforts including underwriting data gathering and carrier engagement.
• Performs contract reviews, exposure analysis, and coverage placement.
• Participates in client meetings and presents coverage recommendations.

Skills

Client management

Commercial lines

Communication skills

Independent working

Multitasking

Education

College degree preferred

Professional designations

Job description

Senior Client Manager, Middle Market – Job Description

Responsible for managing an assigned book of Property & Casualty business by serving as the primary client contact, delivering tailored risk management and insurance solutions, and providing direction to internal support teams. This role is accountable for client retention, satisfaction, and growth by aligning coverage strategies with client needs and organizational goals, while balancing hands‑on service delivery with strategic client advisory responsibilities.

Key Responsibilities

Functional Leadership & Ownership

• Serves as the primary service contact for clients, owning relationships and ensuring all service needs are met.
• Provides direction to client service teams and aligns internal resources to meet client objectives.
• Acts as subject matter expert in Property & Casualty coverage and risk solutions.
• Collaborates with Sales and Client Executives to support retention and growth strategies.

Hands-On Execution & Delivery

• Identifies, designs, and implements cost‑effective insurance solutions for clients.
• Oversees marketing efforts including underwriting data gathering and carrier engagement.
• Performs contract reviews, exposure analysis, and coverage placement.
• Participates in client meetings and presents coverage recommendations.

Reporting, Quality & Operational Support

• Ensures timely and accurate handling of service needs including certificates, endorsements, and billing coordination.
• Maintains quality and accuracy of client deliverables and documentation.
• Monitors service timelines and resolves issues proactively.

Cross-Functional Partnership & Integration

• Partners with Sales, Client Executives, and internal teams to support onboarding and ongoing service delivery.
• Coordinates with carrier partners to secure optimal coverage and pricing.
• Supports agency relationships and client interactions at all organizational levels.

Growth, Change & Special Initiatives

• Supports new business, retention, and growth initiatives.
• Assists with special projects and practice-level initiatives.
• Represents the organization in meetings and industry functions as needed.

Process Improvement & Best Practices

• Identifies opportunities to improve service delivery and operational efficiency.
• Maintains knowledge of carrier appetites, industry trends, and best practices.
• Contributes to development of processes, playbooks, and team capabilities.

Center of Excellence (COE) Contribution

• Contributes expertise and guidance to improve client service standards.
• Supports development of training materials and best practices.
• Helps drive consistency across teams and service delivery models.

Accountability

• Delivering high-quality, client-focused service and risk solutions.
• Retaining and growing assigned book of business.
• Ensuring accuracy, timeliness, and reliability of all client deliverables.
• Building strong relationships with clients, carriers, and internal teams.
• Demonstrating ownership and sound decision-making in all client matters.

Qualifications

Required

• Property & Casualty License required.
• 5–10 years of experience in commercial lines insurance.
• Prior Property & Casualty client management experience.
• Strong technical knowledge of Commercial Lines coverage.
• Ability to work independently and manage multiple priorities.
• Strong communication and relationship management skills.

Preferred

• College degree preferred but not required.
• Advanced certifications or professional designations.
• Experience supporting growth or transformation initiatives.

Key Competencies

• Strategic & Systems Thinking
• Ownership & Accountability
• Data-Driven Decision Making
• Process Improvement
• Collaboration & Influence
• Change Agility
• Business Acumen