Client Executive, Commercial

Unison Risk Advisors

. Manage a significant client portfolio with responsibility for retention, growth, and satisfaction .

Posted 10/27/2026full-timeCockeysville • Maryland • United StatesMid-LevelSenior💰 $165,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client portfolios, ensuring retention and satisfaction while delivering strategic insurance solutions. Proficient in analyzing data and trends to enhance client service delivery and operational efficiency.

Highest-signal resume keywords

Client Portfolio ManagementProperty & Casualty LicenseMicrosoft Office ProficiencyAnalytical SkillsComplex Commercial Account Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data InterpretationClaims ReportingFinancial AnalysisClient ReportingProgram Calculations

Soft Skills

Strong CommunicationProblem-SolvingAbility to Manage Multiple Priorities

Tools & Technologies

EPIC System

Certifications & Qualifications

CICCPCULife & Health License

Industry Keywords

Insurance ProgramsRenewal Marketing StrategyClient Lifecycle ManagementRegulatory UpdatesIndustry Trends

About the role

Key responsibilities & impact

Manage a significant client portfolio with responsibility for retention, growth, and satisfaction
Lead annual planning and strategic direction for client insurance programs
Serve as subject matter expert and primary client advisor
Interpret carrier data, claims reports, and financial information to identify trends and risks
Develop and deliver client reports, presentations, and recommendations
Support renewal marketing strategy and execution
Ensure accuracy and quality of client deliverables and program calculations
Maintain EPIC system records and documentation
Monitor renewal timelines and client lifecycle milestones
Collaborate with Sales Executives and internal service teams to deliver integrated solutions
Maintain relationships with clients, carriers, and stakeholders
Communicate regulatory and technical updates to clients
Participate in business development and market-building initiatives
Represent the firm through industry groups and speaking engagements
Lead or support special projects
Identify opportunities to improve client service delivery and operational efficiency
Stay current on industry trends, regulations, and best practices

Requirements

What you’ll need

5–7 years of industry experience with increasing responsibility
Property & Casualty license required
Life & Health license 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