Unison Risk Advisors
Unison Risk Advisors
Unison Risk Advisors este o platformă de brokeraj de asigurări și management al riscurilor care deservește clienți corporativi și instituționali din întreaga lume. Rețeaua sa de firme independente deținute de angajați combină expertiza locală cu capacități comune în brokerajul de asigurări, consultanța în domeniul riscurilor, beneficiile pentru angajați, prevenirea pierderilor și strategiile de transfer al riscurilor. Cu zeci de birouri, peste o mie de angajați și un grup în extindere de firme partenere, Unison oferă soluții adaptate, păstrând în același timp prezența, cultura și proprietatea locală a fiecărei firme.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

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