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Unison Risk Advisors · 3 weeks ago

Senior Client Manager, P&C

Indianapolis, IN

Full-time

Onsite

Mid, Senior Level

3+ years exp

Unison Risk Advisors is a majority employee-owned organization committed to exceptional service and a strong team culture. The Senior Client Manager will provide professional service to commercial clients, develop client relationships, and execute risk management strategies while maintaining knowledge of the insurance marketplace.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Working with the Risk Advisor, service team, and other internal departments to plan and execute risk management service strategy for each client

Independently evaluating client’s current coverage programs and collaborating with the Risk Advisor/Client Executive to recommend market strategy and plan design

Managing creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs

Building personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings

Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes

Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed

Managing time to prioritize workload, client service requests, and service needs on business processes

Creating high-quality submissions for underwriters, engaging with clients and prospective clients on their exposures, coverages and program needs, assembling into submission package following best practices

Communicating with underwriters on submissions and negotiating premium, coverage, and other terms on behalf of clients

Evaluating coverage, terms, and conditions of quotes received from underwriters; comparing quote options from multiple carriers and presenting coverage comparisons as requested

Remaining current on forms, coverage, insurance carriers, industry trends, and legislation

Maintaining positive working relationship with insurance carriers, attending meetings and events as appropriate, and proactively learning about their products and underwriting approaches

Identifying and recommending additional products, services and coverage levels that enhance client programs

Participating in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc

Communicating effectively with Account Managers and providing timely and complete information to allow them to establish positive client relationships and efficiently manage their processes and workload

Developing successful and effective working relationships with Risk Advisors, Client Executives, Account Managers, service team members, managers, carriers and members of other departments

Maintains confidential information

Qualification

Insurance knowledgeRisk managementPropertyCasualty licenseClient relationship managementMicrosoft OfficeProblem solvingCommunication skillsTime management