Client Manager – Personal Lines

Client PartnerSalesFull TimeRemoteSeniorTeam 501-1,000Since 2020H1B No SponsorCompany SiteLinkedIn

Location

Ohio

Posted

107 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Manager – Personal Lines

Unison Risk Advisors

• Responsible for servicing an assigned book of business • Serves as the main point of contact for all existing clients • Responds to all service requests inclusive of billing inquiries and coverage options • Maintains accurate account files, records, and documentation • Prepares and submits policy change requests to carriers • Monitors the status of change requests • Makes recommendations to prospects and current clients through an annual insurance review process • Prepares Stewardship & Insurance Summary reports for clients • Maintains client relationships and supports retention ratio • Performs all phases of renewal and remarket processing • Identifies and processes coverage enhancements and cross-sales opportunities • Resolves client and/or carrier accounting issues • Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff • Remains current with respect to industry updates • Maintains favorable and productive relationships with all underwriters • Attains further education and skills development opportunities for professional designations

Job Requirements

  • Bachelor degree in Business Administration or Risk Management
  • 3 to 5 years or more of related experience or the equivalent combination of education and experience
  • Prior Property & Casualty support experience
  • Prior Property & Casualty client management experience
  • Property & Casualty License
  • Exceptional organizational skills
  • Ability to problem solve, think logically and work independently
  • Works well under pressure and meets established deadlines
  • Exceptional written and verbal communication
  • Ability to think strategically and formulate an action plan based on a given set of facts

Benefits

  • Professional development opportunities
  • Ability to learn new skills

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