Client Manager, Executive Risk

Unison Risk Advisors

. Own and manage a book of commercial client accounts and act as a primary point of contact .

Posted 10/28/2026full-timeBaltimore • Maryland • United StatesMid-LevelSenior💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing commercial client accounts, providing strategic risk management guidance, and ensuring compliance with industry standards. Proficient in maintaining client relationships and identifying growth opportunities while utilizing tools like EPIC for accurate record-keeping.

Highest-signal resume keywords

Commercial Insurance ExperienceProperty & Casualty LicenseApplied EPIC ExperienceStrong Communication SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk ManagementInsurance Coverage AnalysisProposal PreparationPolicy ReviewQuote NegotiationCompliance ManagementWorkflow ImprovementMarket AnalysisClient Account ManagementCross-Selling Strategies

Soft Skills

Analytical SkillsOrganizational SkillsCollaborationIndependenceClient-Focused Approach

Tools & Technologies

EPIC

Certifications & Qualifications

CICCPCUProperty & Casualty LicenseLife & Health License

Industry Keywords

E&O StandardsClient RetentionStewardship PlanningInsurance Industry StandardsStakeholder Expectations

About the role

Key responsibilities & impact

Own and manage a book of commercial client accounts and act as a primary point of contact
Provide strategic guidance on risk management and insurance coverage
Partner with Client Executives, Risk Advisors, and carriers to deliver tailored solutions
Market renewals and new lines, including analyzing and negotiating quotes
Prepare proposals, coverage comparisons, and policy reviews
Maintain accurate client records and transactions in EPIC
Ensure accuracy and quality of policies, contracts, and deliverables
Meet renewal deadlines and manage service timelines
Maintain compliance with E&O standards and audits
Collaborate with internal departments and external carriers
Participate in stewardship planning and client meetings
Identify cross-selling and revenue growth opportunities
Stay current on market trends and industry standards
Recommend improvements to workflows and service processes
Maintain strong client relationships and retention

Requirements

What you’ll need

High School diploma or GED with 3+ years of commercial insurance experience
Strong communication, analytical, and organizational skills
Ability to work independently and collaboratively
Client-focused with ability to meet stakeholder expectations
Insurance designations such as CIC or CPCU preferred
Experience with Applied EPIC preferred
Property & Casualty license required
Life & Health license preferred
Bachelor’s degree preferred
Legally authorized to work in the United States without sponsorship

Benefits

Comp & perks

Hybrid work arrangement
Full-time employment