Client Manager - Project Risk

Unison Risk Advisors•Cleveland, OH

About The Position

Responsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP) for an assigned portfolio of construction projects. Provides expert external support to clients while directing internal support resources as needed. Ensures high‑quality service delivery, regulatory compliance, and retention of existing business. A Day in the Life: • Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost‑effective wrap‑up insurance solutions tailored to project needs. • Brokers Owner’s Interest and project‑specific insurance placements, ensuring appropriate coverage structure, pricing, and carrier alignment. • Reviews construction contracts for insurance requirements and develops draft wrap‑up manuals, procedures, marketing materials, and supporting documentation. • Evaluates project eligibility and determines wrap‑up strategies based on project size, scope, risk profile, and financial feasibility. • Oversees contractor enrollment, compliance tracking, documentation review, and communication with all participating parties. • Ensures timely coordination and management of payroll audits, reporting, safety performance metrics, and other program administration components. • Coordinates claims activity with brokers, carriers, adjusters, and third‑party administrators; assists with investigations, reporting, reserves, and ongoing claim strategy. • Analyzes loss experience, identifies trends, and recommends mitigation strategies to reduce program costs and enhance safety outcomes. • Manages budgets, premiums, collateral requirements, and financial reporting for each wrap‑up, ensuring accuracy and transparency. • Conducts training for project teams, contractors, and client stakeholders on wrap‑up processes, expectations, and compliance requirements. • Maintains strong and productive relationships with underwriters, carrier partners, and third‑party administrators to achieve optimal program results. • Remains current on construction risk trends, carrier appetites, regulatory developments, and wrap‑up best practices to continuously enhance program performance. • Attains continuing education, coursework, and professional development to strengthen wrap‑up and construction risk expertise.

Requirements

5–10+ years of experience in wrap‑up insurance, construction risk management, or related fields.
Prior experience managing OCIP/CCIP programs required.
Comprehensive knowledge of Workers’ Compensation, General Liability, and Excess Liability within construction environments.
Strong analytical skills with the ability to interpret loss data, payroll reports, audit results, and contractual language.
Excellent communication skills with the ability to collaborate cross‑functionally and convey complex information clearly.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Bachelor’s degree in a related field preferred.
Property & Casualty License required.
Detail‑oriented with strong organizational skills and the ability to manage multiple complex projects simultaneously.
Able to think strategically and problem‑solve using logic, data, and industry expertise.
Independent, proactive, and capable of managing time‑sensitive responsibilities with minimal oversight.
Demonstrates a positive attitude and serves as a professional role model in client and team interactions.
Works effectively under pressure and consistently meets deadlines.
Energetic, eager to learn, and committed to ongoing professional development.

Nice To Haves

Prior experience marketing and brokering wrap‑up insurance coverages preferred.

Responsibilities

Serves as the primary service contact for OCIP/CCIP clients, identifying risk exposures and designing cost‑effective wrap‑up insurance solutions tailored to project needs.
Brokers Owner’s Interest and project‑specific insurance placements, ensuring appropriate coverage structure, pricing, and carrier alignment.
Reviews construction contracts for insurance requirements and develops draft wrap‑up manuals, procedures, marketing materials, and supporting documentation.
Evaluates project eligibility and determines wrap‑up strategies based on project size, scope, risk profile, and financial feasibility.
Oversees contractor enrollment, compliance tracking, documentation review, and communication with all participating parties.
Ensures timely coordination and management of payroll audits, reporting, safety performance metrics, and other program administration components.
Coordinates claims activity with brokers, carriers, adjusters, and third‑party administrators; assists with investigations, reporting, reserves, and ongoing claim strategy.
Analyzes loss experience, identifies trends, and recommends mitigation strategies to reduce program costs and enhance safety outcomes.
Manages budgets, premiums, collateral requirements, and financial reporting for each wrap‑up, ensuring accuracy and transparency.
Conducts training for project teams, contractors, and client stakeholders on wrap‑up processes, expectations, and compliance requirements.
Maintains strong and productive relationships with underwriters, carrier partners, and third‑party administrators to achieve optimal program results.
Remains current on construction risk trends, carrier appetites, regulatory developments, and wrap‑up best practices to continuously enhance program performance.
Attains continuing education, coursework, and professional development to strengthen wrap‑up and construction risk expertise.