Senior Client Manager Middle Market at Unison Risk Advisors

JOB PURPOSEResponsible 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 clients 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 needsEnsures 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 Youll Need:A college degree is an advantage but not a requirementProperty & Casualty License is requiredPrior Property & Casualty support experience is requiredPrior Property & Casualty client management experience is requiredDemonstrated 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 coverageStrong relationship skillsAbility to executeSelf-starter - Ability to work independently with little oversightWho You Are:Strong technical skills - Commercial Lines ExperienceStrong presentation skills ability to adaptSales mindset ability to identify upsell/cross-sell opportunitiesStrategic thinker able to connect solutions with dataAccountability overall accountability for anything with a client wrong right indifferentStrong communication skills ability to know how and when to communicateRelationship builder build relationships with clients carriers and internal partnersRequired Experience:Manager Key Skills Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Employment Type : Full-Time Experience: years Vacancy: 1