Unison Risk Advisors · 1 month ago
Client Executive, Employee Benefits
Phoenix, AZ
Full-time
Onsite
Mid, Senior Level
3+ years expUnison Risk Advisors is a majority employee-owned organization committed to providing exceptional service. The Client Executive will manage client relationships, ensuring retention and satisfaction while coordinating the delivery of services and innovative insurance solutions.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Participating with the Sales and Service Teams in the development and maintenance of Employee Benefits clients and prospects. To include but not limited to, renewals, new business meetings, presentations, and client meetings
Maintaining the account in conjunction with the Client Manager through designing, underwriting, pricing, marketing, and selecting the insurance program of existing accounts
Analyzing risk, coverage, and program structure and recommending options; executing coverage and program changes
Offering innovative solutions, educating clients on insurance and risk management solutions available in the marketplace and resolving difficult risk issues
Working closely with the team to learn detailed information about current clients and prospects. Developing a positive relationship with clients and maintaining regular and consistent contact in order to provide strong team representation
Presenting financial data analysis for clients. Oversees dashboard development and financial projections/monitoring reports ensuring accuracy and compliance with service plan
Presenting on-site employee level presentations of benefits materials
Developing & maintaining positive relationship with carrier sales and service representatives
Identifying problems, summarizing and developing strategic solutions with the Client Manager
Independently managing specific clients, ensuring retention and overall client satisfaction
Keeping current with suppliers, products and applicable legislation
Informing team of major developments, issues, renewals results, etc. as required
Attending team and producer meetings, submits monthly expense report as required
Performing other duties and special projects as assigned and serves as a backup to team personnel when necessary
Maintaining confidential information
Qualification
Required
Current Life & Health license
3-5 years of insurance sales, consulting and/or client executive experience
Excellent computer skills, specifically with Microsoft Office products
Preferred
Bachelor's degree
CEBS designation (or other applicable insurance designation)
Benefits
Comprehensive benefit offering available to chose from
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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