Casualty Practice Leader, Global

Unison Risk Advisors•Cleveland, OH

11d

About The Position

The Casualty Practice Leader is responsible for driving brokerage outcomes, revenue growth, profitability, and client retention for the Casualty Practice. The role leads the practice team, allocates resources, shapes brokerage strategy, supports new business, and serves as a senior technical and client-facing resource for complex casualty accounts. The leader directs practice strategy and delivery across assigned clients and prospects, with accountability for retention, placement quality, business growth, revenue and expense performance, and annual improvement priorities. The role leads major casualty accounts and sales opportunities, works with sales and service leaders, develops carrier relationships, negotiates renewal terms, and identifies cross-selling opportunities. It also oversees team coaching and development, quality-control standards, and the use of analytics to provide client-facing insights.

Requirements

Bachelor’s degree in Business Administration or a related field, or an equivalent combination of education and experience.
Ten or more years of related insurance industry experience.
Prior leadership experience in an insurance brokerage environment.
Experience supporting Global and/or Middle Market accounts of comparable size and scope.
Demonstrated success as a collaborative leader directing a client service team.
Advanced Property & Casualty knowledge, including property, general liability, commercial auto, workers’ compensation, management liability, professional liability/errors and omissions, environmental and transactional products, privacy and security/technology, and crime/kidnap and ransom coverages.
Property & Casualty license required.
Ability to analyze complex information, solve problems, manage projects, exercise sound judgment, and translate data into actionable business and client insights.
Strong written, verbal, presentation, negotiation, financial, and relationship-management skills.
Intermediate proficiency with email, scheduling, word processing, spreadsheets, presentations, and routine database activity.
Working knowledge of agency management, CRM, SharePoint, analytics, and financial-management tools.
Ability to prioritize, organize, delegate, and operate independently within established policies and objectives.
Ability to travel locally and overnight up to 35%.

Nice To Haves

MBA.
CPCU designation.

Responsibilities

Lead the Casualty Practice Team to achieve strategic business objectives, client service standards, retention goals, and new sales priorities.
Drive brokerage strategy and outcomes for assigned clients and prospects, with accountability for retention, placement quality, and business growth.
Lead the largest casualty accounts and sales opportunities by assembling the appropriate team, strategy, proposal, and presentation; serve as a Client Executive for specified accounts when needed.
Create and implement strategies to grow revenue, strengthen practice visibility, expand market share, and establish annual improvement priorities.
Define and execute practice service deliverables, including establishing and achieving the annual fee-revenue budget where applicable.
Collaborate with sales and service leaders to establish goals for new business growth and client retention, subject to leadership review and approval.
Serve as a primary contact for key decision-makers, build awareness of the firm's broader capabilities, and identify cross-sell opportunities that support client needs.
Facilitate stewardship reviews with key accounts and buying groups.
Develop and maintain relationships with key carrier contacts and negotiate terms and conditions for stand-alone and aggregated policy renewals.
Lead and manage the Practice Team, including coaching, goal setting, training coordination, skills development, and career planning in partnership with Human Resources.
Serve as the subject-matter expert for complex, large-revenue accounts and respond to management inquiries and concerns.
Collaborate with the Data Enablement Team Leader to deliver scalable analytic solutions, improve data literacy, and translate complex datasets into clear client-facing insights.
Conduct team meetings to review objectives, goals, client deliverables, project progress, practice initiatives, current events, and areas requiring attention.
Foster a collaborative team environment and ensure quality-control policies, systems, and workflows are applied consistently; address deficiencies and update standards when needed.
Measure, evaluate, and report revenue and expense matters to the Global Practice Leader monthly, taking action to support short- and long-term profit-and-loss targets.
Maintain awareness of industry and business innovation and apply relevant findings to improve client and business outcomes.
Participate in relevant conferences, industry networking, professional affiliate events, and appropriate speaking opportunities to showcase practice expertise.
Lead by example through knowledge sharing, support departmental and company goals, follow organizational policies, and perform other duties as assigned.