Client Manager, Private Client Group

Unison Risk Advisors•South Bend, IN

About The Position

The Client Manager provides efficient, professional, and courteous service to Private Client Group clients. In conjunction with the team, the Client Manager plans and executes an appropriate service plan for each client. He or she will build effective working relationships with each client in order to understand their personal insurance needs. The Client Manager maintains a clear understanding and knowledge of the insurance marketplace and uses their skills to negotiate terms and pricing and obtain appropriate coverage and/or program options. He or she will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.

Requirements

Must have 3+ years of experience in a similar role within the insurance industry
Property and Casualty license

Nice To Haves

Associates degree or some college.
Prior client service experience within a property and casualty insurance environment.
Completion of an insurance and/or risk management designation

Responsibilities

Working with the Risk Advisor, service team, and other internal departments to plan and execute risk management service strategy for each client.
Independently evaluating client’s current coverage programs and collaborating with the Risk Advisor to recommend market strategy and plan design
Managing the creation of proposals, providing a summary of programs and options, service plans, and other specific deliverables designed to support clients in making decisions about insurance programs.
Building personalized client relationships through demonstrated ownership of the service plan and proactive communication.
Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes.
Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed.
Managing time to prioritize workload, client service requests, and service needs on business processes.
Creating high-quality submissions for underwriters by engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission packages following best practices.
Communicating with underwriters on submissions and negotiating premium, coverage, and other terms on behalf of clients.
Evaluating coverage, terms, and conditions of quotes received from underwriters; comparing quote options from multiple carriers and presenting coverage comparisons as requested.
Remaining current on forms, coverage, insurance carriers, industry trends, and legislation.
Maintaining a positive working relationship with insurance carriers, attending meetings and events as appropriate, and proactively learning about their products and underwriting approaches.
Identifying and recommending additional products, services, and coverage levels that enhance client programs.
Consistently following client service workflows and appropriately engaging internal resources such as the process support team, procedure manuals, and reporting tools to ensure efficiency and accuracy of execution.
Achieving desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals.
Participating in ongoing scheduled meetings with the service team to discuss accounts, renewals, service needs, service platforms, etc.
Communicating effectively with Account Managers and providing timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload.
Developing successful and effective working relationships with Risk Advisors, team members, managers, carriers, and members of other departments.
Maintaining confidential information.
Performing other duties and special projects as assigned.