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Client Manager, P&C
Unison Risk Advisors. Manage and service an assigned book of Property & Casualty business as the primary client contact .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Property & Casualty insurance management, including client strategy, risk assessment, and service delivery. Proven ability to lead teams, manage client relationships, and implement process improvements while ensuring compliance and accuracy in service operations.
Highest-signal resume keywords
Property & Casualty LicenseClient Relationship ManagementCommercial Lines ExperienceProcess ImprovementStrategic Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk AssessmentCoverage DesignUnderwriting Data CompilationInsurance Program ImplementationContract ReviewPolicy Lifecycle ManagementClient Deliverables AccuracyService Delivery ImprovementClient OnboardingBilling Coordination
Soft Skills
CollaborationCommunicationOwnershipAccountabilityMentoring
Certifications & Qualifications
CICCPCU
Industry Keywords
Property & Casualty InsuranceClient ServicingCommercial LinesClient StewardshipMarket ConditionsIndustry TrendsCarrier PartnersService Team LeadershipClient StrategyBest Practices
About the role
Key responsibilities & impact- Manage and service an assigned book of Property & Casualty business as the primary client contact
- Lead client strategy, including coverage design, risk assessment, and service delivery
- Direct client service team members and align work with client needs
- Design, market, and implement insurance programs based on client risk profiles
- Review contracts, exposures, and coverage requirements
- Compile underwriting data and engage carriers for program placement
- Execute daily service tasks, including endorsements, certificates, and client requests
- Ensure accuracy and timeliness of client deliverables
- Maintain client records and documentation
- Monitor servicing workflows and resolve issues proactively
- Support billing coordination and policy lifecycle management
- Collaborate with Sales, Client Executives, Practice Leaders, internal teams, and carrier partners
- Support onboarding of new clients and compliance standards
- Maintain relationships with underwriters and carrier partners
- Support new business development, organic growth, client stewardship, and value demonstration
- Assist with special projects and strategic initiatives
- Represent the organization at meetings and industry functions as needed
- Identify workflow and service delivery improvements
- Stay informed about industry trends, carrier appetites, and market conditions
- Promote best practices across client service operations
- Contribute to team training and development
Requirements
What you’ll need- Property & Casualty License
- 5–10 years of commercial lines experience
- Client management and servicing experience
- Strong technical knowledge of Property & Casualty coverages
- Ability to work independently and manage priorities
- College degree or equivalent experience preferred
- Professional designations such as CIC or CPCU preferred
- Experience with complex or large accounts preferred
- Prior mentoring or leadership experience preferred
- Strategic and systems thinking
- Ownership and accountability
- Client relationship management
- Process improvement
- Collaboration and communication
- Business acumen
Benefits
Comp & perks- Full-time employment
- Hybrid work arrangement
- Professional development and training opportunities implied through contribution to training and development of team members