Personal Insurance Client Manager
Unison Risk Advisors, Marco Island, FL, United States
If you’re an insurance professional in personal lines insurance who thrives on trusted client relationships, this role is for you.
NSI Insurance Group—proudly recognized as a South Florida Top 4 Best Places to Work —is seeking an experienced Personal Lines Client Manager to deliver best-in-class service for new business and renewals.
LOCATION Marco Island Office Location
JOB SCOPE Responsible to manage all client relations and services within assigned book of business. Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service. Must be able to prepare and provide price quotes for all new and existing clients.
RESPONSIBILITIES
Act as primary contact between client and/or producers and insurance carriers. Apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
Contact clients and/or producers to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.
Prepare and provide price quotes for all new and existing clients.
Prepare and submit bid specifications to be mailed to carriers.
Compare bid results as received and determine recommendations for clients.
Process new cases by requesting appropriate documentation from producers or clients as needed.
Coordinate enrollment process with producers or clients.
Quote, bind and underwrite all renewal applications and new business.
Issue endorsements for all client policy changes.
Process claims.
Perform new case installation.
Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update system.
Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
Schedule and hold renewal meetings with clients and/or producers.
Update principals on renewal results.
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
Maintains favorable and productive relationships to achieve best-in-class service for the client.
WHAT YOU'LL NEED
Insurance Expertise – Strong understanding of Personal Lines coverages. Minimum 3 years.
Market and Industry Knowledge – In-depth knowledge of the insurance marketplace, including carriers and coverage options.
Client-Centric Mindset – Ability to clearly explain coverages to clients and provide tailored risk management solutions.
Strong Communicator – Excellent verbal and written communication skills, with the ability to educate and advise clients confidently.
Relationship Builder – Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams.
Detail-Oriented & Organized – Exceptional organizational skills. Capable of managing multiple accounts while ensuring accuracy in policies and proposals.
Relevant Work Experience – Previous experience at a
local agency or insurance
is highly desirable. Prior Property & Casualty client management experience;
Licens e– Property & Casualty License preferred, Customer Representative 440 minimum allowed.
EMPLOYEE BENEFITS
Comprehensive medical, dental and vision plans
with 100% company paid premiums
and numerous supplemental benefit offerings.
Generous Paid Time Off (21 days);
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);
And so much more!
JOIN AN AWARD WINNING TEAM! ** 2024 - 2026 South Florida Business Journal Best Places to Work
** 2024 South Florida Business Journal Business of the Year Finalist
** 2016 through 2023 Big "I" Best Practices Agency
** 2022 Property & Casualty 360 Agency of the Year- National
** 2021 South Florida Business Journal Coolest Office
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.
NSI Best Places to Work 2026:
https://nsigroup.org/blog/south-florida-business-journal-meet-the-2026-best-places-to-work/
NSI Insurance Group won coolest offices to work 2021!
Check out our story here: https://bit.ly/3sL7Jqm
Visit our Company Website:
https://nsi.group/
#J-18808-Ljbffr
NSI Insurance Group—proudly recognized as a South Florida Top 4 Best Places to Work —is seeking an experienced Personal Lines Client Manager to deliver best-in-class service for new business and renewals.
LOCATION Marco Island Office Location
JOB SCOPE Responsible to manage all client relations and services within assigned book of business. Responsible for acting as primary contact between clients and insurance carriers and retaining clients through good customer service. Must be able to prepare and provide price quotes for all new and existing clients.
RESPONSIBILITIES
Act as primary contact between client and/or producers and insurance carriers. Apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.
Contact clients and/or producers to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.
Prepare and provide price quotes for all new and existing clients.
Prepare and submit bid specifications to be mailed to carriers.
Compare bid results as received and determine recommendations for clients.
Process new cases by requesting appropriate documentation from producers or clients as needed.
Coordinate enrollment process with producers or clients.
Quote, bind and underwrite all renewal applications and new business.
Issue endorsements for all client policy changes.
Process claims.
Perform new case installation.
Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update system.
Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.
Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.
Schedule and hold renewal meetings with clients and/or producers.
Update principals on renewal results.
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
Maintains favorable and productive relationships to achieve best-in-class service for the client.
WHAT YOU'LL NEED
Insurance Expertise – Strong understanding of Personal Lines coverages. Minimum 3 years.
Market and Industry Knowledge – In-depth knowledge of the insurance marketplace, including carriers and coverage options.
Client-Centric Mindset – Ability to clearly explain coverages to clients and provide tailored risk management solutions.
Strong Communicator – Excellent verbal and written communication skills, with the ability to educate and advise clients confidently.
Relationship Builder – Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams.
Detail-Oriented & Organized – Exceptional organizational skills. Capable of managing multiple accounts while ensuring accuracy in policies and proposals.
Relevant Work Experience – Previous experience at a
local agency or insurance
is highly desirable. Prior Property & Casualty client management experience;
Licens e– Property & Casualty License preferred, Customer Representative 440 minimum allowed.
EMPLOYEE BENEFITS
Comprehensive medical, dental and vision plans
with 100% company paid premiums
and numerous supplemental benefit offerings.
Generous Paid Time Off (21 days);
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);
And so much more!
JOIN AN AWARD WINNING TEAM! ** 2024 - 2026 South Florida Business Journal Best Places to Work
** 2024 South Florida Business Journal Business of the Year Finalist
** 2016 through 2023 Big "I" Best Practices Agency
** 2022 Property & Casualty 360 Agency of the Year- National
** 2021 South Florida Business Journal Coolest Office
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.
NSI Best Places to Work 2026:
https://nsigroup.org/blog/south-florida-business-journal-meet-the-2026-best-places-to-work/
NSI Insurance Group won coolest offices to work 2021!
Check out our story here: https://bit.ly/3sL7Jqm
Visit our Company Website:
https://nsi.group/
#J-18808-Ljbffr