Unison Risk Advisors
Unison Risk Advisors
501 – 1,000 Employees
ConsultingHealthcareInsurance
Unison Risk Advisors is an insurance brokerage and risk management platform serving corporate and institutional clients worldwide. Its network of independent, employee-owned firms combines local expertise with shared capabilities in insurance brokerage, risk consulting, employee benefits, loss prevention, and risk-transfer strategies. With dozens of offices, more than a thousand employees, and an expanding group of partner firms, Unison supports tailored solutions while preserving each firm’s local presence, culture, and ownership.

Senior Commercial Property & Casualty Client Manager - Hybrid

Serve commercial Property & Casualty clients for Oswald Companies by managing insurance programs, risk assessments, carrier relationships, and client retention.

Description

  • Manage an assigned Property & Casualty book of business as the primary client contact
  • Lead client strategy across coverage design, risk assessment, and service delivery
  • Direct client service team members and coordinate work around client needs
  • Design, market, and implement insurance programs aligned with client risk profiles
  • Review contracts, exposures, and coverage requirements
  • Prepare underwriting data and coordinate with carriers for program placement
  • Handle daily service needs, including endorsements, certificates, and client requests
  • Deliver accurate and timely client materials
  • Maintain complete client records and documentation
  • Monitor service workflows and address issues proactively
  • Coordinate billing activities and policy lifecycle administration
  • Partner with Sales, Client Executives, Practice Leaders, internal teams, and carriers
  • Support new-client onboarding and compliance requirements
  • Build and maintain relationships with underwriters and carrier partners
  • Contribute to new business development, organic growth, client stewardship, and value communication
  • Participate in special projects and strategic initiatives
  • Represent the organization at client meetings and industry events when needed
  • Identify opportunities to improve workflows and service delivery
  • Track industry developments, carrier appetites, and market conditions
  • Advance best practices across client service operations
  • Contribute to team training and professional development

Requirements

  • Property & Casualty license
  • Five to ten years of commercial lines experience
  • Experience managing and servicing client accounts
  • Strong technical knowledge of Property & Casualty coverages
  • Ability to work independently and prioritize competing responsibilities
  • College degree or equivalent experience preferred
  • CIC, CPCU, or similar professional designation preferred
  • Experience handling complex or large accounts preferred
  • Previous mentoring or leadership experience preferred
  • Strategic and systems-oriented thinking
  • Ownership and accountability
  • Client relationship management skills
  • Process improvement capability
  • Strong collaboration and communication skills
  • Business acumen

Benefits

  • Full-time employment
  • Hybrid work arrangement
  • Professional development and training opportunities through participation in team development

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