Unison Risk Advisors · 20 hours ago
Select Client Manager, P&C
South Bend, Indiana, United States
Full-time
Hybrid
Mid Level
3+ years expUnison Risk Advisors is a majority employee-owned organization dedicated to providing exceptional service in the insurance industry. The Select Client Manager is responsible for delivering professional service to Business Group clients, executing service plans, and managing client relationships while ensuring effective risk management strategies.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Working with Risk Advisor, 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/Account Executive to recommend market strategy within Select value proposition parameters
Providing quality client service through handling client questions/requests, billing/claim issues, and carrier or administrative problems as part of a client service team
Managing policy change requests by sending appropriate information to carriers and clients, setting follow-ups, and confirming accuracy of policy change documents
Managing creation of proposals, providing summary of programs and options, service plan, and other specific Select 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 meetings
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 thorough submissions for underwriters, by engaging with clients and prospective clients on their exposures, coverages and program needs
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
Consistently following client service workflows and appropriately engaging internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution
Achieving desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals
Communicating effectively with Select Account Managers and ASRs. Providing timely and complete information to allow them to efficiently manage their processes and workload
Maintaining confidential information
Performing other duties and special projects as assigned
Qualification
Required
Must have 3+ years of experience in a similar role within the insurance, risk management, or financial services industry
Property and Casualty license
Excellent computer and office machine skills, specifically with Microsoft Office products
Preferred
Associates degree or some college, completion of INS designation
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