Unison Risk Advisors · 1 month ago
Senior Client Manager, Employee Benefits
South Bend, IN
Full-time
Onsite
Senior Level
5+ years expUnison Risk Advisors is a majority employee-owned organization committed to providing exceptional service. The Senior Client Manager is responsible for delivering professional service to Employee Benefits clients, managing internal processes, and building effective client relationships to understand their insurance needs.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Providing Gibson client experience to existing accounts and potential clients, ensuring retention and client satisfaction
Managing internal renewal processes and timelines for book of business along with meeting cadence with clients
Assisting with preparation of new business and renewal submissions
Leading implementation of new lines of coverage and carrier changes
Maintaining the account in conjunction with the Producer/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
Addressing escalated service issues
Developing strategic solutions with the Producer/Client Executive
Creating presentation materials for client meetings
Communicating with carriers in a professional manner to negotiate the needs of the client
Conducting group education and enrollment meetings at client sites or via webinar as required
Using agency management tools effectively and consistently and ensuring that the process and procedures are being followed and services are delivered timely
Reviewing carrier applications to ensure accuracy while keeping the team informed of progress as appropriate
Communicating due dates, timelines and expectations to Producer/Client Executive, clients and partners
Providing client with required compliance information
Attending onsite and offsite client meetings as necessary
Acting as a backup to team personnel when necessary
Maintaining confidential information
Performing other duties and special projects as assigned
Qualification
Required
5+ years of experience in a similar role at another insurance brokerage or within the employee benefits industry
Life and Health license
Preferred
Love delivering a great client experience
Thrive while juggling multiple project timelines simultaneously
Excel at prioritizing competing demands and adapting quickly to internal and external requests
Excel at setting and meeting deadlines with both internal and external stakeholders
Enjoy working in a fast-paced, team environment
Have a high attention to detail
Possess exceptional prioritization skills with the ability to meet multiple deadlines
Have strong analytical and reasoning skills with the ability to collect and organize data from various sources to support the client service team
Have superb communication skills, both written and verbal, and are comfortable and efficient in presenting to large groups
Love building personalized relationships both internally and externally
Excel at managing multiple stakeholders through the renewal process
Naturally ask clarifying questions to dig to the root of the issue
Have the ability to build strong relationships and connect well to all types of people
Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management
Exhibit patience, determination, and persistence in troubleshooting client issues
Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests
Benefits
Comprehensive benefit offering available to choose 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
Company data provided by crunchbase