Client Manager - Select at Unison Risk Advisors

Bloomfield Hills, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Jul, 26

Salary

0.0

Posted On

14 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Property & Casualty, Commercial Lines, Client Management, Risk Assessment, Underwriting, Relationship Management, Strategic Thinking, Sales, Presentation Skills, Communication Skills, Leadership, Mentoring, Contract Review, Loss Control, Accountability

Industry

Insurance

Description

Job Description JOB PURPOSE Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life: Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs. Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals. Maintains a book of business by practice based on complexity and the servicing of client needs Ensures that all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc. Works closely and supports agency relationships with appropriate client contacts at all levels. Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards. Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts. Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business. Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships. Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc. Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured. Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate. Serves as the sole Oswald Companies representative for more complex "house accounts" where no Sales / Business Development staff are assigned. Required to attend and conduct client meetings as the sole Oswald Companies representative when needed; clearly articulates key P&C coverage issues and recommendations to all parties involved, and is able to respond to complex coverage questions in impromptu situations. Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client. Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class results for the client. Occasionally represents Oswald Companies at company functions, Agency Council and other carrier meetings as assigned by Practice Leader. Develops leadership capabilities in the planning, execution and delivery of special projects as needed. Trains staff in the understanding and coordination of key operations activities and processes; assists in the development of industry knowledge and skills of other team members. May serve as a mentor to new employees and/or employees new to a role. Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise. What You’ll Need: A college degree is an advantage but not a requirement Property & Casualty License is required Prior Property & Casualty support experience is required Prior Property & Casualty client management experience is required Demonstrated prior ability to perform duties in a more efficient and productive manner to deliver a superior work product and services. At least 5 to 10 years of industry knowledge is required, to include experience in commercial lines of coverage Strong relationship skills Ability to execute Self-starter - Ability to work independently with little oversight Who You Are: Strong technical skills - Commercial Lines Experience Strong presentation skills – ability to adapt Sales mindset – ability to identify upsell/cross-sell opportunities Strategic thinker – able to connect solutions with data Accountability – overall accountability for anything with a client – wrong, right, indifferent Strong communication skills – ability to know how and when to communicate Relationship builder – build relationships with clients, carriers, and internal partners

Responsibilities

The Client Manager is responsible for managing a book of business by identifying, designing, and implementing cost-effective Property & Casualty solutions for clients. They collaborate with internal teams to ensure timely service delivery, retention, and growth while acting as the primary point of contact for complex accounts.