Unison Risk Advisors · 1 month ago
Client Manager - Employee Benefits
Detroit, Michigan, United States
Full-time
Hybrid
Mid Level
3+ years expUnison Risk Advisors is a company focused on employee benefits, and they are seeking a Client Manager to enhance client relationships and ensure their employee benefits programs align with financial and organizational goals. The role involves managing client service cycles, conducting research, and achieving high retention and satisfaction ratings while also providing oversight and guidance to other team members.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines
Participate in annual meeting planning by completing pertinent portions of the report and conducting research
Retain and develop accounts by:
Preparing and writing proposals, and providing quote comparisons
Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting
Providing additional resources for the client as needed
Market renewal and new lines of coverage including:
Creating coverage specifications
Analyzing quotes received from carriers
Negotiating with carriers
Creating and presenting the coverage analysis
Review policy coverage and identify cross-selling and additional revenue opportunities
Develop a thorough understanding of client business, their policies, practices and industries
Understand and guide clients through the initial objective setting process
Analyze data to draw conclusions and recommend findings to client
Respond to client needs and questions, making sound recommendations on a day-to-day basis
Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences
Ensure legislative, regulatory and technical developments are appropriately communicated to clients
Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements
Achieve a minimum rating of 90% from E&O Plus audits on all accounts
Functional understanding of EPIC and update accordingly
Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery
Delegate appropriately and provide development opportunities for co-workers
Display professional, social and teamwork skills
Work well within a team and possess a positive attitude
Manage and meet expectations of co-workers and clients
Possess good oral and written communication skills both internally and externally
Participate in internal and external networking activities
Manage projects to meet deliverable deadlines and meet expectations
Remain up-to-date and current on all tasks
Possess awareness of firm’s service capabilities to generate ideas and solutions for clients and cross selling opportunities
Qualification
Required
Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary
3 – 5 years' employee benefits experience handling medium accounts at a high level of responsibility
Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers
Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints
Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude
Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies
Possesses excellent organizational skills and strong financial analysis acumen
Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes
Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests
Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant
Contribute to team efficiency by sharing knowledge and best practices
Proficient with Microsoft Office Products, including Excel and PowerPoint, are required
This position requires a high energy level and the ability to handle stress-related situations on a daily basis
Possess appropriate, jurisdictional licenses - Life and Health
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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