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Open nowPosted 35 hours ago

Senior Client Service Representative

Unison Risk Advisors56 open roles

Where
Cockeysville, Maryland, United States
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Your applicationOpen nowSenior Client Service RepresentativeUnison Risk Advisors · Cockeysville, Maryland, United States

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The clock on this job

Early applications get read.

12.4% 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. 12.4%7 days
  4. 20.0%14 days
  5. 35.5%30 days
  6. 58.6%60 days
This job: posted 35 hours ago

Unison Risk Advisors median: 4 days open

The posting

Location: Cockeysville,Maryland,United States

Senior Client Representative, Commercial – Job Description

Position Summary

The Senior Client Representative (SCR) serves as a primary point of contact for clients, managing ongoing service needs, policy changes, and client communications. This role is responsible for delivering high-quality, compliant service while supporting account teams in achieving client retention, satisfaction, and growth. The role is both operational and hands-on, with increasing responsibility for complex accounts, mentorship, and leadership support.

Key Responsibilities

Functional Leadership & Ownership

  • Owns and manages client service lifecycle including renewals, changes, and ongoing service needs.
  • Acts as subject matter expert for client accounts and insurance policies.
  • Maintains accountability for accuracy, compliance, and documentation across all service activities.

Hands-On Execution & Delivery

  • Processes policy changes, endorsements, and documentation through carrier portals and EPIC system.
  • Prepares submissions, certificates, summaries, and client deliverables.
  • Reviews policies and renewals for accuracy prior to delivery.
  • Handles billing processes, cancellations, reinstatements, and audits.

Reporting, Quality & Operational Support

  • Maintains accurate client data in EPIC including coverage, limits, and endorsements.
  • Tracks activity, deadlines, and outstanding items ensuring timely completion.
  • Ensures high-quality service delivery aligned to E&O and compliance standards.

Cross-Functional Partnership & Integration

  • Collaborates with Client Managers, Executives, and internal departments.
  • Communicates client needs, risks, and opportunities to account teams.
  • Supports claims reporting and coordination with carriers and internal teams.

Growth, Change & Special Initiatives

  • Supports onboarding, training, and mentorship of junior team members.
  • Identifies cross-selling opportunities and contributes to account growth.
  • Participates in operational improvements and strategic initiatives.

Process Improvement & Best Practices

  • Continuously improves workflows and service efficiency.
  • Maintains awareness of industry regulations and best practices.

Senior-Level Expectations

  • Demonstrates leadership, professionalism, and role-model behavior.
  • Handles complex accounts independently.
  • Mentors and develops junior staff.
  • Consistently exceeds performance expectations and service metrics.

Management Responsibilities

  • Oversees Client Representatives and Administrative support staff.
  • Manages workflows, productivity, and service standards.
  • Supports hiring, onboarding, and performance management processes.
  • Coordinates with HR, Accounting, IT, and leadership teams.

Accountability

  • Deliver accurate, timely, and compliant client service.
  • Maintain strong client relationships and satisfaction.
  • Ensure data integrity and operational excellence.
  • Support team collaboration and continuous improvement.

Qualifications

Required

  • 3–5+ years of commercial insurance experience.
  • Appropriate insurance licensing.
  • Strong communication, organization, and analytical skills.
  • Proficiency in Microsoft Office.

Preferred

  • Experience with Applied EPIC.
  • Bachelor’s degree in business or related field.

Key Competencies

  • Ownership & Accountability
  • Client Focus & Service Excellence
  • Collaboration & Communication
  • Process Improvement & Efficiency
  • Problem Solving & Critical Thinking

Compensation

The base salary range for this position is $50,000 to $75,000 annually. Individual compensation will be determined based on a variety of factors including relevant experience, skills, education, and internal equity.

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