Select Account Manager, P&C

Select Account Manager, P&C

Unison Risk Advisors

As a majority employee‑owned organization, we are committed to creating world‑class service experiences for our customers through our high‑performance client service teams. We’re passionate about our employee owners, which is why we utilize best practices; provide access to high‑quality training, tools, and resources; and curate experiences that help them find and own their edge.

Our Core Values:

• Create a Great Experience
• Do the Right Thing
• Play for Each Other
• Pursue Growth
• Own Your Future

Summary

The Select Account Manager provides ongoing support and service to commercial property and casualty clients within the Business Group in conjunction with Select Client Managers. The role is primarily internally focused with some client contact.

Key Responsibilities

• Provide quality service through completion of account‑related tasks.
• Assist service team in processing questions related to policy and endorsement processing.
• Prepare and send client information such as auto , certificates of insurance, binders, etc.
• Review invoices in the agency management system and send to clients.
• Audit and confirm policies are accurate and resolve any discrepancies.
• Enter required information into agency management systems.
• Maintain current account and policy data in agency management systems.
• Conduct research within file documentation.
• Thoroughly document tasks and relevant interactions in our agency management system.
• Inform client service team of developments or roadblocks in completion of duties.
• Communicate effectively with Select Client Managers and ASRs, providing timely and complete information.
• Perform other duties and special projects as assigned.
• Act as a backup to team personnel as needed.
• Maintain confidentiality of information.
• Achieve desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals.

Qualifications

• Love marking tasks off a to‑do list.
• Excel at prioritizing competing demands and adapting quickly to internal and external requests.
• Driven to meet deadlines.
• Strong problem‑solving and critical‑thinking skills to resolve client issues.
• Knack for thorough documentation.
• Thrive in a fast‑paced, team environment to meet client needs.
• Love delivering a great client experience.
• Ask clarifying questions to dig to the root of the issue.
• Exhibit patience, determination, and persistence in troubleshooting client issues.
• Strong communication skills.
• Enjoy communicating internally and with clients via phone, email, and Zoom.

Required Qualifications

• High school diploma or equivalent.
• 1+ year experience in a client‑service role with an agency setting or formal education within the insurance, employee benefits, or financial services industry (preferred).
• Property and Casualty license.
• Excellent computer and office machine skills, specifically with Microsoft Office products.

Preferred Qualifications

• Associate’s degree or some college.
• Prior client‑service experience within a property and casualty insurance environment.

Company Highlights

• Founded in 1933
• Majority Employee‑Owned
• Business Insurance Top 100 U.S. Broker
• Designated as one of the Best Places to Work
• Locations in South Bend, IN;
  Fort Wayne, IN;
  Indianapolis, IN;
  Chicago, IL;
  Kalamazoo, MI;
  Phoenix, AZ;
  Tucson, AZ;
  Salt Lake City, UT
• Member of the Unison Risk Advisors platform of companies
• Comprehensive benefit offering available to choose from.

If you are ready to deliver exceptional service and grow within a supportive environment, apply now.