Client Manager, Executive Risk

Unison Risk Advisors•Baltimore, MD

9d•$130,000 - $150,000

About The Position

The Client Manager manages a portfolio of commercial insurance accounts and serves as the primary liaison between clients, carriers, and internal teams. The role oversees the client service lifecycle, including renewals, coverage analysis, and strategic consultation, to provide risk management solutions. It supports organizational growth through client retention, relationship development, and high-quality, compliant service while balancing hands-on execution and leadership responsibilities. The position is accountable for delivering accurate, timely, and compliant client service, maintaining strong client relationships and retention, and supporting operational excellence. The base salary range is $130,000 to $150,000 annually. Individual compensation depends on factors including relevant experience, skills, education, and internal equity.

Requirements

High school diploma or GED.
At least 3 years of commercial insurance experience.
Strong communication, analytical, and organizational skills.
Ability to work independently and collaboratively.
Client-focused approach and ability to meet stakeholder expectations.
Property & Casualty license required.

Nice To Haves

Insurance designations such as CIC or CPCU.
Experience with Applied EPIC.
Life & Health license preferred.
Bachelor’s degree preferred.

Responsibilities

Own and manage a book of commercial client accounts and act as a primary point of contact.
Provide strategic guidance on risk management and insurance coverage.
Partner with Client Executives, Risk Advisors, and carriers to deliver tailored solutions.
Market renewals and new lines, including analyzing and negotiating quotes.
Prepare proposals, coverage comparisons, and policy reviews.
Maintain accurate client records and transactions in EPIC.
Ensure the accuracy and quality of policies, contracts, and deliverables.
Meet renewal deadlines and manage service timelines.
Maintain compliance with E&O standards and audits, with a 90%+ rating.
Collaborate with internal departments and external carriers.
Support coordination across service teams and stakeholders.
Participate in stewardship planning and client meetings.
Identify cross-selling and revenue growth opportunities.
Stay current on market trends and industry standards.
Recommend improvements to workflows and service processes.
Deliver high-quality, compliant client service and solutions.
Maintain strong client relationships and retention.
Ensure accuracy, timeliness, and operational excellence.