Client Manager - Marine / Personal Lines Insurance
full-time•Fort Lauderdale
About this role
<div class="WordSection1"><div style="mso-element: para-border-div; border: none; border-top: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; padding: 6.0pt 0in 0in 0in;"><p>If you’re a seasoned Marine insurance professional who thrives on trusted client relationships and deep market expertise, this role is for you. <strong>NSI Insurance Group—proudly recognized as a South Florida Top 10 Best Places to Work</strong>—is seeking an experienced Marine Client Manager to serve as a strategic advisor on personal lines and marine insurance to high-value clients while delivering best-in-class service across new business and renewals.</p><p><strong>Scope of Responsibilities</strong></p><p>Responsible for acting as primary contact between Yacht clients and insurance carriers, and retaining Yacht clients through good customer service. Market new business and renewals on yachts. Must have strong Yacht experience both client and Market.</p><p><strong>Location</strong></p><p>Open to Work within any NSI South Florida Office Location</p><p><strong>Responsibilities</strong></p><p>1. Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers.</p><p>2. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services.</p><p>3. Process new cases by requesting appropriate documentation from producers or clients as needed</p><p>4. Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system.</p><p>5. Coordinate application process with producers or clients as needed.</p><p>6. Prepare and provide price quotes for all new and existing clients as needed.</p><p>7. Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner.</p><p>8. Issue endorsements for all client policy changes.</p><p>9. Answer client inquires as needed.</p><p>10. Process claims as needed.</p><p>11. Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers.</p><p>12. Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit.</p><p>13. Document all telephone inquiries and pertinent policy information on computer system.</p><p> </p><p><strong>WHAT YOU'LL NEED:</strong></p><p>✅ <strong>Insurance Expertise</strong> – Strong understanding of Marine and Personal Lines coverages. Personal Lines minimum 5 years. Yacht Experience 3 years.</p><p>✅ <strong>Market and Industry Knowledge</strong> – In-depth knowledge of the insurance marketplace, including carriers and coverage options for Marine..</p><p>✅ <strong>Client-Centric Mindset</strong> – Ability to clearly explain coverages to clients and provide tailored risk management solutions.</p><p>✅ <strong>Strong Communicator</strong> – Excellent verbal and written communication skills, with the ability to educate and advise clients confidently.</p><p>✅ <strong>Relationship Builder</strong> – Skilled at fostering and maintaining strong relationships with clients, carriers, and internal teams.</p><p>✅ <strong>Detail-Oriented & Organized</strong> – Capable of managing multiple accounts while ensuring accuracy in policies and proposals.</p><p>✅ <strong>Relevant Work Experience</strong> – Previous experience at a <strong>local agency or insurance</strong> is highly desirable.</p><p>✅ <strong>License</strong>– Property & Casualty License</p><p><strong>WHO YOU ARE</strong></p><ul><li>Motivated and experienced insurance professional looking for a dynamic role with growth potential</li><li>Ability to consistently demonstrate a positive attitude and lead by example</li><li>Strong interpersonal skills with a collaborative approach</li><li>Confident and self-motivated, with the ability to innovate and think creatively</li></ul><p><strong>EMPLOYEE BENEFITS:</strong></p><p>At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We care about our Employee-Owners, we care about our customers, and we care about the world around us. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:</p><ul><li>Comprehensive medical, dental and vision plans <strong>with 100% company paid premiums </strong>and numerous supplemental benefit offerings.</li><li>Generous Paid Time Off (21 days);</li><li>Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)</li><li>Company paid life insurance, short and long-term disability;</li><li>Financial support for professional development and licensure/designations;</li><li>Hybrid work (4 days in the office and 1 day remote with a 220 license);</li><li>And so much more!</li></ul><p><strong>JOIN AN AWARD WINNING TEAM!</strong></p><p>** 2026 South Florida Business Journal Best Places to Work</p><p>** 2025 South Florida Business Journal Best Places to Work</p><p>** 2024 South Florida Business Journal Business of the Year Finalist</p><p>** 2024 South Florida Business Journal TOP 10 Best Places to Work</p><p>** 2016 through 2023 Big "I" Best Practices Agency</p><p>** 2022 Property & Casualty 360 Agency of the Year- National</p><p>** 2021 South Florida Business Journal Coolest Office</p><p>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.</p><p><em><strong>NSI Best Places to Work 2024 honoree:</strong></em> https://bizj.us/1qkcts</p><p><em><strong>NSI Insurance Group won coolest offices to work 2021! </strong></em><em>Check out our story here: </em>https://bit.ly/3sL7Jqm</p><p><strong>Visit our Company Website: </strong>https://nsi.group/</p></div></div>
What you'll do
- The Client Manager will act as the primary contact between yacht clients and insurance carriers, ensuring excellent customer service and retention. Responsibilities include processing new cases, preparing documentation, quoting, binding, and underwriting applications, and managing client inquiries.
About Unison Risk Advisors
Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.
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Frequently Asked Questions
What does a Client Manager - Marine / Personal Lines Insurance do at Unison Risk Advisors?
As a Client Manager - Marine / Personal Lines Insurance at Unison Risk Advisors, you will: the Client Manager will act as the primary contact between yacht clients and insurance carriers, ensuring excellent customer service and retention. Responsibilities include processing new cases, preparing documentation, quoting, binding, and underwriting applications, and managing client inquiries..
Is the Client Manager - Marine / Personal Lines Insurance position at Unison Risk Advisors remote?
The Client Manager - Marine / Personal Lines Insurance position at Unison Risk Advisors is based in Fort Lauderdale, Florida, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Client Manager - Marine / Personal Lines Insurance position at Unison Risk Advisors?
You can apply for the Client Manager - Marine / Personal Lines Insurance position at Unison Risk Advisorsdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.