Client Manager

The Client Manager will support the Property & Casualty (P&C) insurance team at UNICO. The Client Manager is the primary business contact for the client, impacting client satisfaction through their demonstrations of organization and attention to detail. The Client Manager will be provided with the UNICO tools to consistently deliver excellent customer service to accounts and represent client needs and goals within the organization. In addition, the Client Manager builds relationships with clients to encourage ongoing business opportunities.

Account Management

• Serve as the primary point of contact for clients, managing all aspects of renewals, riders, and claims.
• Support Producers, Client Executives, and Senior Client Managers in day-to-day operations and client interactions.
• Maintains proper communication and builds effective relationships with clients and companies.
• Assist in gathering and organizing client information for requests.
• Assist with billing on renewals and handling receivables.
• Aid in the preparation of documentation for the underwriting process.
• Collaborate with cross-functional teams to ensure timely and accurate processing of requests.
• Ensure all documentation is accurate, compliant with industry standards, and submitted on time, maintaining organized records for each client.

Program Coordination

• Maintain proactive communication with clients, guiding requirements, renewals, and any changes to their programs.
• Develop and maintain strong relationships with underwriters to ensure access to competitive programs and timely response to client needs.
• Stay updated on industry regulations, guidelines, and market trends
• Provide administrative support, including maintaining client records and managing correspondence.

Problem-Solving

• Address and resolve issues during underwriting, issuance, or servicing, ensuring that the client's concerns are managed professionally and efficiently.
• Participate in training programs to enhance knowledge and skills.

Requirements

Education & Experience

• Education : College degree preferred but not required. Bachelor's degree in business, Insurance, or related field, or equivalent experience preferred.
• Experience : Clerical and computer knowledge; 1-3 years of experience in property & liability coverages preferred.
• Licensure : Must hold a state Property & Casualty insurance license or be willing to sit for licensure exam within 45 days of employment.

Knowledge & Skills

• Excellent communication and interpersonal skills.
• Proven ability to manage multiple accounts and prioritize tasks in a fast-paced environment.
• Keep informed regarding industry information, new product information, legislation, coverages, and technology.
• Proficiency in Microsoft Office Suite and experience with insurance agency management systems.
• Alignment with UNICO's core values: professionalism, trust, teamwork, and positivity.

Physical Demands

• This role's physical exertion is sedentary and occurs in an office environment.
• Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
• Substantial movements and repetitive motion of the wrists, hands, and fingers.
• Individuals must have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.

Professional. Team Player. Positive. Trust.


UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and to receive all other benefits and privileges of employment, contact People Operations at View email address on click.appcast.io