A Client Executive on the Construction/Contractor team is responsible for client satisfaction of our largest, most complex Commercial Insurance clients. The Client Executive partners with Risk Advisors to provide a consultative and strategic approach to designing risk management programs that best fit the client’s goals. The Client Executive is expected to consistently provide excellent customer service to our clients, as well as establish effective working relationships with internal partners and carriers.

Strategic Risk Management

• Implement and develop strategic commercial insurance solutions for UNICO clients 
• Collaborate with Advisors to align insurance products with client goals and risk profiles.
• Ensure all necessary information is collected and follow-up actions are completed to support new business submissions.
• Conduct regular client strategic meetings to understand evolving needs, provide insurance advice, and offer tailored solutions.

Client Relationship Management

• Prepare and present compelling materials that demonstrate UNICO's unique approach to mitigating business risk during quarterly updates, renewals, and new business meetings.
• Leverage a strategic mindset during interactions with current clients to identify and pursue new business opportunities.
• Ensure we earn the right to ask our clients for referrals.

Insurance Product Knowledge

• Develop and maintain excellent carrier relationships.
• Stay current with market conditions, new risk management ideas, risk financing strategies, industry trends, and carrier appetites. 
• Remain informed regarding UNICO resources, industry information, and new product information.

Policy Management and Service Plan Execution

• Create and execute client service plans, ensuring commitments are reported in a unified and meaningful way.
• Advocate for changes and additions to service plans that increase client value.
• Oversee the policy management process, including policy renewals, endorsements, and claims handling, to ensure timely and accurate delivery of services to clients. 
• Collaborate with insurance carriers and underwriters to negotiate coverage terms, pricing, and claims settlements that maximize client value. 
• Efficiently manage and maintain accurate and organized client records, policy documentation, etc. in our customer and agency management software (Salesforce).

Cross-Functional Collaboration

• Facilitate effective communication with internal partners, clients, and carriers, demonstrating a keen awareness of the importance of timely and accurate information.
• Act as liaison between the Account Manager and Advisor when applicable.

Professional Requirements

• Education: Bachelor's degree preferred.
• Experience: A minimum of five years of experience with property and casualty insurance.
• Experience delivering client-focused solutions based on customer needs for clients with complex risk profiles. Working experience within the  Construction/Contractor industry is preferred.
• Licensure: Current property and casualty insurance license.

Knowledge | Skills

• Proven ability to manage multiple projects at a time while paying strict attention to detail.
• Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization.
• Ability to successfully interact with a variety of client personality types.
• Ability to follow up on activities from start to finish while working independently.
• Strong analytical skills with the ability to assess risk, interpret market trends, and develop client-focused solutions. 
• Exceptional communication skills, with the ability to explain complex concepts in a clear, client-friendly manner.  
• Alignment with UNICO’s core values: professionalism, trust, teamwork, and positivity. 
• Proficient in Microsoft Excel, PowerPoint, Outlook, and a variety of other software, systems, and programs, with the ability to learn new software applications. 

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/or to receive all other benefits and privileges of employment, please contact Linsey Renner at lrenner@unicogroup.com