Client Executive

Unison Risk Advisors

. Maintain a designated book of business, accountable for growth, retention, and client satisfaction .

Posted 10/27/2026full-timeOwings Mills • Maryland • United StatesMid-LevelSenior💰 $150,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, insurance program design, and regulatory compliance while effectively communicating technical findings and recommendations. Proven ability to analyze data, manage multiple priorities, and lead teams to achieve client satisfaction and business growth.

Highest-signal resume keywords

Client Relationship ManagementProperty & Casualty LicenseInsurance Program DesignData AnalysisTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisInsurance Program DesignClient Needs AssessmentPolicy Coverage ReviewRenewal Marketing SupportCross-Selling StrategiesProgram Calculation ReviewClient File ManagementTechnical Report InterpretationLegislative Communication

Soft Skills

Strong Communication SkillsAnalytical SkillsProblem-Solving SkillsAbility to Manage Multiple PrioritiesClient Satisfaction Focus

Tools & Technologies

Microsoft OfficeEPIC System

Certifications & Qualifications

Property & Casualty LicenseLife & Health LicenseCICCPCU

Industry Keywords

Client RetentionBusiness DevelopmentInsurance Coverage RecommendationsRegulatory ComplianceProfessional Service Standards

About the role

Key responsibilities & impact

Maintain a designated book of business, accountable for growth, retention, and client satisfaction
Develop a thorough understanding of client businesses, policies, practices, and industries
Interpret technical findings and communicate them to clients in reports and presentations
Assist with specifications for renewal marketing and support renewal marketing executives
Analyze carrier data and claim reports to interpret trends and anticipate potential client problems
Assess client needs, review options, and make recommendations
Manage the client cycle and monitor timeframes and renewal deadlines
Maintain regular contact with clients and prospects regarding technical and legislative issues
Plan and conduct annual stewardship meetings and present to boards of directors or audit committees
Retain and develop accounts through insurance coverage recommendations, proposals, evaluating additional lines, and providing client resources
Review policy coverages and identify cross-selling and additional revenue opportunities
Maintain client files and perform transactions in EPIC
Communicate legislative, regulatory, and technical developments to clients
Assist clients with insurance program design, funding, administration, renewals, and marketing
Lead annual planning processes and ensure programs support client financial and organizational goals
Review program calculations and reports for accuracy before client delivery
Lead teams in preparing and presenting client recommendations
Meet personal business goals set by the Team Lead and Division Director
Maintain current industry, technical, and professional knowledge through company-sponsored and industry training
Service clients according to PAR E&O professional service standards and comply with E&O Plus, legal, and regulatory requirements
Participate in business development, market-building activities, industry groups, speaking engagements, seminars, and special projects

Requirements

What you’ll need

5–7 years of industry experience with increasing responsibility
Property & Casualty license required
Life & Health preferred
Strong communication, analytical, and problem-solving skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office and EPIC system
Bachelor’s degree in Business, Risk Management, or related field preferred
Professional designations such as CIC or CPCU preferred
Experience managing complex commercial accounts preferred
Experience managing other team members preferred