Client Manager - Personal Lines Insurance
Unison Risk Advisors Inc.
Job Overview We are seeking a dedicated and knowledgeable Insurance Advisor to join our team in Fort Lauderdale. This role requires a strong understanding of the insurance marketplace, excellent technical skills, and the ability to effectively market and sell insurance to middle market clients through effective sales techniques and quality customer service. Responsibilities Contact prospective clients via telephone and/or mail to develop them as new clients with follow-up as needed. Provide price quotes and insurance policy information to all new and existing clients as requested. Take orders, relate new product information and receive feedback on the company's products and services. Maintain established weekly and monthly goals for various lines of insurance as required. Prepare applications, proposals and marketing activity summary reports. Attend outside agency functions, seminars or training programs, banquets and other meetings as required. Verify coverage and premiums on new business with follow-up prior to delivery. Provide excellent client service to maintain and grow the existing Book of Business. Perform other related duties as assigned. What You'll Need Insurance Expertise – Strong understanding of middle market personal lines insurance. Market Knowledge – In-depth knowledge of the insurance marketplace, including carriers, wholesalers, and coverage options. Client-Centric Mindset – Ability to clearly explain coverages to clients. Technical Skills – Proficient in policy analysis, coverage comparisons, and renewal proposal preparation. Strong Communicator – Excellent verbal and written communication skills, with the ability to sell to clients confidently. Relationship Builder – Skilled at fostering and maintaining strong relationships with clients and internal teams. Detail-Oriented & Organized – Capable of managing multiple accounts while ensuring accuracy in policies and proposals. Relevant Work Experience – Previous experience at a local agency. License – Property & Casualty License. Employee Benefits At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We care about our Employee-Owners, we care about our customers, and we care about the world around us. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include: Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings. Generous Paid Time Off. Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution). Company paid life insurance, short and long-term disability. Financial support for professional development and licensure/designations. Hybrid work (4 days in the office and 1 day remote with a 220 license). Equal Opportunity Employer NSI Insurance Group, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic. #J-18808-Ljbffr Unison Risk Advisors Inc.
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