Client Manager - Personal Lines Insurance

Unison Risk Advisors • Miami Lakes, FL

4d • Hybrid

About The Position

We are seeking a dedicated and knowledgeable Insurance Advisor to join our team in Fort Lauderdale. This role requires a strong understanding of the insurance marketplace, excellent technical skills, and the ability to effectively market and sell insurance to middle market clients through effective sales techniques and quality customer service.

Requirements

• Insurance Expertise – Strong understanding of middle market personal lines insurance.
• Market Knowledge – In-depth knowledge of the insurance marketplace, including carriers, wholesalers, and coverage options.
• Client-Centric Mindset – Ability to clearly explain coverages to clients.
• Technical Skills – Proficient in policy analysis, coverage comparisons, and renewal proposal preparation.
• Strong Communicator – Excellent verbal and written communication skills, with the ability to sell to clients confidently.
• Relationship Builder – Skilled at fostering and maintaining strong relationships with clients and internal teams.
• Detail-Oriented & Organized – Capable of managing multiple accounts while ensuring accuracy in policies and proposals.
• Relevant Work Experience – Previous experience at a local agency.
• License– Property & Casualty License

Responsibilities

• Contact prospective clients via telephone and/or mail to develop them as new clients with follow-up as needed.
• Provide price quotes and insurance policy information to all new and existing clients as requested.
• Take orders, relate new product information and receive feedback on the company's products and services.
• Maintain established weekly and monthly goals for various lines of insurance as required.
• Prepare applications, proposals and marketing activity summary reports.
• Attend outside agency functions, seminars or training programs, banquets and other meetings as required.
• Verify coverage and premiums on new business with follow-up prior to delivery.
• Provide excellent client service to maintain and grow the existing Book of Business
• Perform other related duties as assigned.

Benefits

• Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
• Generous Paid Time Off
• 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