What are the responsibilities and job description for the Client Manager - P&C position at Unison Risk Advisors?
Client Manager, P&C - Job Description
Position Summary
Responsible for managing and servicing a book of Property & Casualty business by acting as the primary client contact, delivering tailored risk management and insurance solutions, and coordinating internal resources to ensure client satisfaction, retention, and growth. This role is both strategic and hands-on, requiring leadership in client service delivery, risk assessment, and relationship management while supporting organizational growth objectives.
Key Responsibilities
Functional Leadership & Ownership
• Serve as the primary client contact for an assigned book of business.
• Lead client strategy including coverage design, risk assessment, and service delivery.
• Provide direction to client service team members and ensure alignment with client needs.
• Act as subject matter expert in Property & Casualty insurance solutions.
Hands-On Execution & Delivery
• Design, market, and implement insurance programs based on client risk profiles.
• Review contracts, exposures, and coverage requirements.
• Compile underwriting data and engage carriers for optimal program placement.
• Execute daily service tasks including endorsements, certificates, and client requests.
Reporting, Quality & Operational Support
• Ensure accuracy and timeliness of all client deliverables.
• Maintain comprehensive client records and documentation.
• Monitor servicing workflows and resolve issues proactively.
• Support billing coordination and policy lifecycle management.
Cross-Functional Partnership & Integration
• Collaborate with Sales, Client Executives, and Practice Leaders to drive growth and retention.
• Partner with internal teams and carrier partners to deliver client solutions.
• Support onboarding of new clients and ensure compliance standards are met.
• Maintain strong relationships with underwriters and carrier partners.
Growth, Change & Special Initiatives
• Support new business development and organic growth strategies.
• Participate in client stewardship and value demonstration efforts.
• Assist with special projects and strategic initiatives.
• Represent the organization at meetings and industry functions as needed.
Process Improvement & Best Practices
• Identify opportunities to improve workflows and service delivery.
• Stay informed on industry trends, carrier appetites, and market conditions.
• Promote best practices across client service operations.
• Contribute to training and development of team members.
Accountability
• Deliver high-quality client service and retention outcomes.
• Maintain accuracy and reliability in all client deliverables.
• Build strong client and carrier relationships.
• Demonstrate ownership and sound judgment in decision-making.
Qualifications
Required
• Property & Casualty License.
• 5-10 years of commercial lines experience.
• Client management and servicing experience.
• Strong technical knowledge of P&C coverages.
• Ability to work independently and manage priorities.
Preferred
• College degree or equivalent experience.
• Professional designations (e.g., CIC, CPCU).
• Experience with complex or large accounts.
• Prior mentoring or leadership experience.
Key Competencies
• Strategic & Systems Thinking
• Ownership & Accountability
• Client Relationship Management
• Process Improvement
• Collaboration & Communication
• Business Acumen
Position Summary
Responsible for managing and servicing a book of Property & Casualty business by acting as the primary client contact, delivering tailored risk management and insurance solutions, and coordinating internal resources to ensure client satisfaction, retention, and growth. This role is both strategic and hands-on, requiring leadership in client service delivery, risk assessment, and relationship management while supporting organizational growth objectives.
Key Responsibilities
Functional Leadership & Ownership
• Serve as the primary client contact for an assigned book of business.
• Lead client strategy including coverage design, risk assessment, and service delivery.
• Provide direction to client service team members and ensure alignment with client needs.
• Act as subject matter expert in Property & Casualty insurance solutions.
Hands-On Execution & Delivery
• Design, market, and implement insurance programs based on client risk profiles.
• Review contracts, exposures, and coverage requirements.
• Compile underwriting data and engage carriers for optimal program placement.
• Execute daily service tasks including endorsements, certificates, and client requests.
Reporting, Quality & Operational Support
• Ensure accuracy and timeliness of all client deliverables.
• Maintain comprehensive client records and documentation.
• Monitor servicing workflows and resolve issues proactively.
• Support billing coordination and policy lifecycle management.
Cross-Functional Partnership & Integration
• Collaborate with Sales, Client Executives, and Practice Leaders to drive growth and retention.
• Partner with internal teams and carrier partners to deliver client solutions.
• Support onboarding of new clients and ensure compliance standards are met.
• Maintain strong relationships with underwriters and carrier partners.
Growth, Change & Special Initiatives
• Support new business development and organic growth strategies.
• Participate in client stewardship and value demonstration efforts.
• Assist with special projects and strategic initiatives.
• Represent the organization at meetings and industry functions as needed.
Process Improvement & Best Practices
• Identify opportunities to improve workflows and service delivery.
• Stay informed on industry trends, carrier appetites, and market conditions.
• Promote best practices across client service operations.
• Contribute to training and development of team members.
Accountability
• Deliver high-quality client service and retention outcomes.
• Maintain accuracy and reliability in all client deliverables.
• Build strong client and carrier relationships.
• Demonstrate ownership and sound judgment in decision-making.
Qualifications
Required
• Property & Casualty License.
• 5-10 years of commercial lines experience.
• Client management and servicing experience.
• Strong technical knowledge of P&C coverages.
• Ability to work independently and manage priorities.
Preferred
• College degree or equivalent experience.
• Professional designations (e.g., CIC, CPCU).
• Experience with complex or large accounts.
• Prior mentoring or leadership experience.
Key Competencies
• Strategic & Systems Thinking
• Ownership & Accountability
• Client Relationship Management
• Process Improvement
• Collaboration & Communication
• Business Acumen