Unison Risk Advisors · 2 months ago
Senior Client Manager - Middle Market
Bloomfield Hills, Michigan, United States
Full-time
Onsite
Senior Level
5+ years expUnison Risk Advisors is a company focused on providing risk management solutions. The Senior Client Manager is responsible for supporting clients, managing a book of business, and collaborating with internal teams to ensure client needs are met and business is retained.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business
Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs
Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals
Maintains a book of business by practice based on complexity and the servicing of client needs
Ensures that all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc
Works closely and supports agency relationships with appropriate client contacts at all levels
Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards
Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts
Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business
Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships
Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc
Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured
Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate
Serves as the sole Oswald Companies representative for more complex "house accounts" where no Sales / Business Development staff are assigned
Required to attend and conduct client meetings as the sole Oswald Companies representative when needed; clearly articulates key P&C coverage issues and recommendations to all parties involved, and is able to respond to complex coverage questions in impromptu situations
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client
Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class results for the client
Occasionally represents Oswald Companies at company functions, Agency Council and other carrier meetings as assigned by Practice Leader
Develops leadership capabilities in the planning, execution and delivery of special projects as needed
Trains staff in the understanding and coordination of key operations activities and processes; assists in the development of industry knowledge and skills of other team members
May serve as a mentor to new employees and/or employees new to a role
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise
Qualification
Required
Property & Casualty License is required
Prior Property & Casualty support experience is required
Prior Property & Casualty client management experience is required
Demonstrated prior ability to perform duties in a more efficient and productive manner to deliver a superior work product and services
At least 5 to 10 years of industry knowledge is required, to include experience in commercial lines of coverage
Strong relationship skills
Ability to execute
Self-starter - Ability to work independently with little oversight
Strong technical skills - Commercial Lines Experience
Strong presentation skills – ability to adapt
Sales mindset – ability to identify upsell/cross-sell opportunities
Strategic thinker – able to connect solutions with data
Accountability – overall accountability for anything with a client – wrong, right, indifferent
Strong communication skills – ability to know how and when to communicate
Relationship builder – build relationships with clients, carriers, and internal partners
Preferred
A college degree is an advantage but not a requirement
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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