Unison Risk Advisors ยท 2 days ago
Client Manager - Marine / Personal Lines
Miami Lakes, Florida, United States
Full-time
Onsite
Senior Level
5+ years expUnison Risk Advisors is seeking a Client Manager specializing in Marine and Personal Lines. The role involves serving as the primary contact between yacht clients and insurance carriers, providing customer service, and managing new business and renewals for yacht insurance.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers
Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services
Process new cases by requesting appropriate documentation from producers or clients as needed
Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system
Coordinate application process with producers or clients as needed
Prepare and provide price quotes for all new and existing clients as needed
Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner
Issue endorsements for all client policy changes
Answer client inquires as needed
Process claims as needed
Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers
Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit
Document all telephone inquiries and pertinent policy information on computer system
Qualification
Required
Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers
Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services
Process new cases by requesting appropriate documentation from producers or clients as needed
Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system
Coordinate application process with producers or clients as needed
Prepare and provide price quotes for all new and existing clients as needed
Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner
Issue endorsements for all client policy changes
Answer client inquiries as needed
Process claims as needed
Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers
Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit
Document all telephone inquiries and pertinent policy information on computer system
Oral and Written Communication Skills
Customer Relations
Organization and Project/Case Management
Presentation Skills
Time Management
Minimum of 5 years Personal Lines Experience
Minimum of 3 years Yachts Experience
Property & Casualty 220 License a must
Preferred
Bachelors Degree Preferred
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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