Client Manager – Personal Lines

Unison Risk Advisors

. Independently manage client relationships and service delivery within an assigned book of business .

Posted 10/14/2026full-timeCleveland • Ohio • United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and service delivery within the Property & Casualty insurance sector, with a strong focus on risk evaluation, policy management, and collaboration with internal teams and carrier partners.

Highest-signal resume keywords

Client Relationship ManagementProperty & Casualty LicenseRisk EvaluationPolicy ManagementInsurance Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk ManagementPolicy ChangesBilling and InvoicingNegotiationsInsurance Summary ReportsCross-SellingProcess ImprovementService DeliveryAccount ManagementUnderwriting Processes

Soft Skills

Organizational SkillsProblem-Solving SkillsAnalytical SkillsIndependenceCollaboration

Tools & Technologies

Agency SystemsCarrier Systems

Certifications & Qualifications

Bachelor’s Degree in Business AdministrationBachelor’s Degree in Risk ManagementAdvanced Certifications in Insurance

Industry Keywords

Property & CasualtyClient ManagementService StrategyInsurance SolutionsUnderwriter RelationshipsClient MeetingsBusiness RetentionGrowth StrategyRenewal ProcessesMarket Trends

About the role

Key responsibilities & impact

Independently manage client relationships and service delivery within an assigned book of business
Serve as primary point of contact for client needs, service requests, and coverage strategy
Evaluate risk exposures and recommend insurance solutions
Partner with Sales Executives and Client Executives to support business retention and growth
Lead renewal and remarketing processes, including applications, negotiations, quotes, and proposals
Evaluate and process policy changes
Prepare stewardship and insurance summary reports
Manage billing and invoicing and resolve accounting discrepancies
Maintain accurate account records and documentation in agency systems
Ensure service delivery meets agency standards and timelines
Collaborate with internal teams and carrier partners
Maintain underwriter relationships
Attend client meetings and contribute to service strategy execution
Identify cross-sell and coverage enhancement opportunities
Participate in client strategy development and implementation
Identify process improvement and efficiency opportunities
Stay current on industry trends, underwriting appetites, and carrier systems
Pursue continued education and professional designations

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Risk Management, or equivalent experience
3–5+ years of related Property & Casualty experience
Property & Casualty License
Strong organizational, problem-solving, and analytical skills
Ability to work independently and manage multiple priorities
Prior client management experience in Property & Casualty preferred
Experience working with carrier systems and underwriting processes preferred
Advanced certifications or designations in insurance field preferred