Commercial Lines Client Manager / Middle Market

Unison Risk Advisors • Miami Lakes, FL

3d • Hybrid

About The Position

NSI Insurance Group—proudly recognized as a South Florida Top 10 Best Places to Work —is seeking a Client Manager for Middle Market Commercial Lines . Scope of Responsibilities Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service. Location Miami Lakes Office Preferably - Open to Work within any NSI South Florida Office Location

Requirements

• Insurance Expertise – Strong understanding of Middle Market Commercial Lines coverages.Commercial Lines minimum 5 years experience.
• Market and Industry Knowledge – In-depth knowledge of the insurance marketplace, including carriers and coverage options.
• Client-Centric Mindset – Ability to clearly explain coverages to clients and provide tailored risk management solutions.
• Strong Communicator – Excellent verbal and written communication skills, with the ability to educate and advise clients confidently.
• Relationship Builder – Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams.
• Detail-Oriented & Organized – Capable of managing multiple accounts while ensuring accuracy in policies and proposals.
• License – Property & Casualty 220 License preferred; Customer Representative 440 minimum allowed

Nice To Haves

• Relevant Work Experience – Previous experience at a local agency or insurance is highly desirable.
• Motivated and experienced insurance professional looking for a dynamic role with growth potential
• Ability to consistently demonstrate a positive attitude and lead by example
• Strong interpersonal skills with a collaborative approach
• Confident and self-motivated, with the ability to innovate and think creatively

Responsibilities

• Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
• Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.
• Prepare and provide price quotes for all new and existing clients as needed.
• Coordinate with the management regarding broker service presentations and fact finding meetings.
• Prepare and submit bid specifications to be mailed to carriers.
• Compare bid results as received and determine recommendations for clients.
• Process new cases by requesting appropriate documentation from producers or clients as needed.
• Coordinate enrollment process with producers or clients as needed.
• Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner.
• Issue endorsements for all client policy changes.
• Answer client inquires as needed.
• Perform new case installation.
• Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system.
• Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
• Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
• Schedule and hold renewal meetings with clients and/or producers.
• Update principals on renewal results within required time frames.
• Attend seminars or training programs or other applicable seminars and inform staff of knowledge gained.
• Document all telephone inquiries and pertinent policy information on computer system.

Benefits

• Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
• Generous Paid Time Off (21 days); 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); And so much more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed