Account Manager, Private Client Group

Unison Risk Advisors • Orlando, FL

3d

About The Position

The Account Manager provides operational and service support to Private Client Group clients in partnership with Client Managers. This role plays a critical part in ensuring accuracy, efficiency, and consistency across client accounts. The Account Manager is primarily internally focused, with some client interaction, and serves as a key contributor to the overall client service experience.

Requirements

• 1+ year of experience in a customer service or similar role within insurance
• Property & Casualty license (or ability to obtain within a defined timeframe)
• Strong technical and computer skills
• Take pride in delivering a high-quality client experience
• Thrive in a fast-paced, detail-oriented environment
• Highly organized with strong time management skills
• Can effectively prioritize multiple deadlines and requests
• Communicate clearly and professionally, both written and verbal
• Are comfortable working with data and systems
• Are responsive, adaptable, and proactive in your approach
• Proficient in Microsoft Office (Outlook, Excel, Word, etc.)

Nice To Haves

• Associate’s degree or relevant coursework

Responsibilities

• Maintaining the agency management system by processing endorsements, renewals, and carrier transactions with a high degree of accuracy
• Reviewing documents thoroughly and documenting all account activity in accordance with internal standards
• Supporting client requests, billing questions, and administrative needs as part of the service team
• Processing invoices, including both agency-billed and carrier-billed transactions
• Supporting the renewal process by preparing applications and completing pre-renewal reviews or account audits
• Handling carrier interfaces, including underwriting support, issuing renewals, and distributing policy documentation to clients
• Communicating with carrier underwriters to resolve discrepancies and ensure appropriate underwriting outcomes
• Managing policy changes, including submitting information to carriers, tracking follow-ups, and validating accuracy of updates
• Utilizing comparative rating tools to support new business and remarketing efforts
• Monitoring downloads and data flows to ensure accuracy within systems
• Maintaining current and complete client and policy data
• Providing backup support to team members and assisting with special projects as needed
• Maintaining confidentiality of client and company information

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree