Client Manager - Project Risk

Unison Risk Advisors•Cleveland, OH
•$51,000 - $86,000

About The Position

The Client Manager, Project Risk is responsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor Controlled Insurance Programs (CCIP) for an assigned portfolio of construction projects. The role provides expert external support to clients and directs internal resources as needed, ensuring high-quality service delivery, regulatory compliance, and retention of existing business. The Client Manager serves as the primary service contact for OCIP/CCIP clients and acts as a subject matter expert in wrap-up insurance and construction risk programs. The position evaluates project eligibility, develops cost-effective wrap-up solutions, and manages program structure, coverage design, and carrier strategy. It also handles project-specific insurance placements, contract reviews, wrap-up documentation, contractor enrollment and compliance, payroll audits, reporting, and related administration. The role supports accurate financial reporting, premiums, and collateral; monitors safety performance and program compliance; coordinates claims activity with brokers, carriers, adjusters, and third-party administrators; and works with internal teams, clients, and external stakeholders. The Client Manager also supports business development and program expansion, leads training for project teams and contractors, analyzes loss experience, recommends mitigation strategies, and contributes to continuous improvement while staying current on industry trends and regulatory requirements.

Requirements

  • 5–10+ years of experience in wrap-up insurance or construction risk.
  • Experience managing OCIP/CCIP programs.
  • Knowledge of Workers' Compensation, General Liability, and Excess Liability.
  • Strong analytical and communication skills.
  • Property & Casualty License.

Nice To Haves

  • Experience brokering wrap-up insurance programs.
  • Bachelor’s degree in a related field.
  • Advanced knowledge of construction risk financing.
  • Experience with cross-functional collaboration.

Responsibilities

  • Serve as the primary service contact for OCIP/CCIP clients, identify risk exposures, and design cost-effective wrap-up solutions.
  • Act as a subject matter expert for wrap-up insurance and construction risk programs.
  • Evaluate project eligibility and determine appropriate wrap-up strategies.
  • Manage program structure, coverage design, and carrier strategy.
  • Broker Owner’s Interest and project-specific insurance placements.
  • Review construction contracts and develop wrap-up manuals and documentation.
  • Oversee contractor enrollment, compliance tracking, and documentation.
  • Coordinate payroll audits, reporting, and administrative functions.
  • Ensure accuracy of financial reporting, premiums, and collateral.
  • Monitor safety performance metrics and program compliance.
  • Maintain documentation and reporting quality standards.
  • Coordinate claims activity with brokers, carriers, adjusters, and TPAs.
  • Collaborate with internal teams and external stakeholders, and maintain relationships with underwriters and carrier partners.
  • Support new business opportunities and program expansion.
  • Lead training sessions for project teams and contractors.
  • Contribute to continuous improvement of wrap-up strategies.
  • Analyze loss experience and recommend mitigation strategies.
  • Stay current on industry trends and regulatory requirements.
  • Implement improvements to enhance efficiency and outcomes.
  • Deliver effective and compliant wrap-up insurance programs while supporting client retention, satisfaction, and strong stakeholder relationships.
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