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Client Manager

2 months ago

Owings Mills, Maryland, United States Unison Risk Advisors Full time

About Unison Risk Advisors

We are a dynamic and growing risk management, insurance, and employee benefits firm dedicated to fostering the continued success and growth of our employees. Our team is deeply invested in providing exceptional service to our clients and is committed to delivering innovative solutions to meet their complex needs.

Job Summary

We are seeking a highly motivated and experienced Client Manager to join our Small Commercial department. The successful candidate will be responsible for assisting the Commercial Lines Risk Advisor with client service needs, making changes to existing accounts, and handling and processing new and renewal commercial business.

A Day in the Life:

  • Marketing renewals to incumbent and prospective carriers.
  • Ensuring the renewal process is accurately completed in a timely manner.
  • Overseeing two client representatives, keeping them on task to complete team objectives.
  • Managing the overall day-to-day needs of an established, but swiftly growing book of business.

Key Responsibilities:

  • Develop and implement effective marketing strategies to attract new business and retain existing clients.
  • Collaborate with the Commercial Lines Risk Advisor to identify and pursue new business opportunities.
  • Provide exceptional client service, ensuring timely and accurate completion of client requests.
  • Manage and maintain accurate records of client interactions and business transactions.

Requirements:

  • Bachelor's Degree in Business, Risk Management, or other related field is preferred; high school diploma plus three to five years of industry experience, in lieu of an associate's or bachelor's degree is necessary.
  • Three to five years' experience handling accounts with a high level of dependability.
  • The desire and ability to work in a fast-paced, growth-oriented environment.

What We Offer:

  • Competitive salary DOE + comprehensive benefits.
  • Hybrid/Remote Work.
  • Flexible time off.
  • 401k stock match selection and profit sharing.
  • Employee ownership.
  • Tuition reimbursement.