Unison Risk Advisors · 19 hours ago
Client Manager - Marine / Personal Lines Insurance
Boca Raton, Florida, United States
Full-time
Hybrid
Mid, Senior Level
5+ years expUnison Risk Advisors, through NSI Insurance Group, is seeking an experienced Marine Client Manager to serve as a strategic advisor on personal lines and marine insurance to high-value clients. The role involves acting as the primary contact between yacht clients and insurance carriers while delivering exceptional service across new business and renewals.
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
Strong understanding of Marine and Personal Lines coverages. Personal Lines minimum 5 years. Yacht Experience 3 years
In-depth knowledge of the insurance marketplace, including carriers and coverage options for Marine
Ability to clearly explain coverages to clients and provide tailored risk management solutions
Excellent verbal and written communication skills, with the ability to educate and advise clients confidently
Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams
Capable of managing multiple accounts while ensuring accuracy in policies and proposals
Previous experience at a local agency or insurance is highly desirable
Property & Casualty License
Benefits
Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
Generous Paid Time Off (21 days);
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Company paid life insurance, short and long-term disability;
Financial support for professional development and licensure/designations;
Hybrid work (4 days in the office and 1 day remote with a 220 license);
And so much more!
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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