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Client Manager – Personal Lines
Unison Risk Advisors. Independently manage client relationships and service delivery within an assigned book of business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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 strategic collaboration with internal teams and carrier partners.
Highest-signal resume keywords
Client Relationship ManagementProperty & Casualty LicenseRisk EvaluationPolicy ManagementInsurance Solutions
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 ManagementPolicy ChangesBilling and InvoicingStewardship ReportsNegotiationCross-SellingProcess ImprovementData AnalysisService DeliveryAccount Documentation
Soft Skills
Organizational SkillsProblem-Solving SkillsAnalytical SkillsIndependenceCollaboration
Tools & Technologies
Agency SystemsCarrier Systems
Certifications & Qualifications
Bachelor’s Degree in Business AdministrationAdvanced Certifications in InsuranceProperty & Casualty License
Industry Keywords
Property & CasualtyClient StrategyUnderwriting ProcessesService StandardsInsurance Trends
About the role
Key responsibilities & impact- Independently manage client relationships and service delivery within an assigned book of business
- Serve as the 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 accurately and timely
- 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
- Monitor policy changes and align them with client strategy
- 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
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
Benefits
Comp & perks- Full-time employment
- Hybrid work arrangement
- Continued education and professional designations