Client Manager, Commercial Insurance

Unison Risk Advisors • Miami Lakes, FL

2d • Hybrid

About The Position

Responsible for acting as the primary contact between clients and insurance carriers, retaining clients through excellent customer service, and providing expert advice on insurance policies and procedures. This role involves managing client relationships, preparing quotes, processing new business and renewals, and coordinating enrollment processes. The Client Manager will also be responsible for preparing presentations, negotiating with carriers, and ensuring accurate documentation and system updates.

Requirements

• Strong understanding of Large Market Commercial Lines coverages.
• Commercial Lines minimum 5 years experience.
• In-depth knowledge of the insurance marketplace, including carriers and coverage options.
• Ability to clearly explain coverages to clients and provide tailored risk management solutions.
• Excellent verbal and written communication skills, with the ability to educate and advise clients confidently.
• Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams.
• Capable of managing multiple accounts while ensuring accuracy in policies and proposals.
• Previous experience at a local agency or insurance is highly desirable.
• Property & Casualty 220 License preferred; Customer Representative 440 minimum allowed.
• Motivated and experienced insurance professional looking for a dynamic role with growth potential.
• Ability to consistently demonstrate a positive attitude and lead by example.
• Strong interpersonal skills with a collaborative approach.
• Confident and self-motivated, with the ability to innovate and think creatively.

Nice To Haves

• Property & Casualty 220 License preferred

Responsibilities

• Act as primary contact between client and/or producers and insurance carriers, applying knowledge of insurance policies and procedures to provide proper and effective service and responsible advice.
• Contact and visit assigned clients and/or producers within required time frames to evaluate client needs, make recommendations, present bid results, relate new product information, and receive feedback on services.
• Prepare and provide price quotes for all new and existing clients as needed.
• Coordinate with management regarding broker service presentations and fact-finding meetings.
• Prepare and submit bid specifications to be mailed to carriers.
• Compare bid results as received and determine recommendations for clients.
• Process new cases by requesting appropriate documentation from producers or clients as needed.
• Coordinate enrollment process with producers or clients as needed.
• Quote, bind, and underwrite all renewal applications and new business in a timely and accurate manner.
• Issue endorsements for all client policy changes.
• Answer client inquiries as needed.
• Perform new case installation.
• Prepare all pertinent information, required documentation, and correspondence to set up permanent case files and update the computer system.
• Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
• Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals, and submit.
• Schedule and hold renewal meetings with clients and/or producers.
• Update principals on renewal results within required time frames.
• Attend seminars or training programs and inform staff of knowledge gained.
• Document all telephone inquiries and pertinent policy information on the computer system.

Benefits

• Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
• Generous Paid Time Off (21 days).
• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution).
• Company paid life insurance, short and long-term disability.
• Financial support for professional development and licensure/designations.
• Hybrid work (4 days in the office and 1 day remote with a 220 license).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed