Skip to content

Open nowPosted 10 hours ago

Client Executive, Commercial

Unison Risk Advisors52 open roles

Where
Owings Mills, Maryland, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Executive, CommercialUnison Risk Advisors · Owings Mills, Maryland, United States
  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Unison Risk Advisors's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Unison Risk Advisors postings stay open a median of 4 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted 10 hours ago

Unison Risk Advisors median: 4 days open

The posting

Location: Owings Mills,Maryland,United States

Client Executive, Middle Market

Position Summary

The Client Executive has overall responsibility for a significant book of business, ensuring client satisfaction and retention. They will lead the annual planning process with each client, ensuring that their program supports financial and organizational goals. Using consultative insight to support decisions for change, the Client Executive will lead the team in preparing and presenting recommendations to the client. The Client Executive will manage their client service team, ensuring consistent work product, client satisfaction and internal work efficiency. They will participate in business development opportunities, working with the Risk Advisors. Additionally, the Client Executive will actively be involved in market-building activities, such as participation in industry groups and speaking engagements.

Key Responsibilities

  • Maintain a designated book of business, accountable for growth, retention, and client satisfaction.
  • Develop a thorough understanding of client businesses, their policies, practices, and industries.
  • Interpret technical findings and communicate them to clients in reports and presentations.
  • Assist with the development of specifications for renewal marketing, working to support the marketing executive for renewals.
  • Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients.
  • Assess client needs and questions and review options with clients, making sound recommendations on a day-to-day basis.
  • Manage the client cycle and monitor timeframes and renewal deadlines.
  • Maintain regular contact with clients and prospects, keeping them up to date on technical and legislative issues.
  • Plan and conduct annual stewardship meetings; present to the board of directors or audit committees about current risk and insurance landscape.
  • Retain and develop account by making recommendations regarding the risk to the customer for the most cost-effective and proper insurance coverage, preparing proposals, evaluating and recommending other lines, and providing additional resources for the client, as needed.
  • Review policy coverages and identify cross-selling and additional revenue opportunities.
  • Keep abreast of new sales programs. Attend company-sponsored seminars and educational sessions to maintain product knowledge and underwriting expertise.
  • Maintain client files on EPIC system and use EPIC to perform all transactions.
  • Participate in any special projects at management's request.
  • Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
  • Assist clients with understanding the design, funding, and administrative options for insurance program renewals and marketing, and effectively communicate more complex insurance concepts based on clients’ needs.
  • Lead the annual planning process with each client, ensuring that their program supports financial and organizational goals. Review all program calculations and reports for accuracy prior to client delivery.
  • Use consultative insight to lead the team in preparing and presenting recommendations to the client, guide clients through the initial objective-setting process, interpret technical findings and communicate them to clients in reports.
  • Meet new personal business goals set by the Team Lead and Division Director.
  • Stay informed about current trends and developments in the industry and maintain up-to-date knowledge of technical and professional standards by attending company-sponsored and industry training.
  • Service clients following PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements.

Qualifications

Required

  • 5–7 years of industry experience with increasing responsibility.
  • Property & Casualty license required; Life & Health preferred.
  • Strong communication, analytical, and problem-solving skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency in Microsoft Office and EPIC system.

Preferred

  • Bachelor’s degree in Business, Risk Management, or related field.
  • Professional designations such as CIC or CPCU.
  • Experience managing complex commercial accounts.
  • Experience managing other team members

Key Competencies

  • Strategic & Systems Thinking
  • Ownership & Accountability
  • Data-Driven Decision Making
  • Process Improvement
  • Collaboration & Influence

Compensation

The base salary range for this position is $150,000 to $175,000 annually. Individual compensation will be determined based on a variety of factors including relevant experience, skills, education, and internal equity.

Apply to this job

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Unison Risk Advisors's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.
  3. We apply on Unison Risk Advisors's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.
  4. Every reply, sorted

    Unison Risk Advisors's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.
  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.