{"id":3435946,"url":"https://alion.io/job/unisonriskadvisors-senior-client-service-representative","title":"Senior Client Service Representative","company":{"id":281298,"name":"Unisonriskadvisors","domain":"unisonriskadvisors.com","url":"https://alion.io/company/unisonriskadvisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Trakstar","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_company_offices","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":50000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-29T01:51:26Z","employer_posted_date":null,"last_verified_at":"2026-10-29T01:51:26Z","board_verified":false,"closed_at":null,"days_open":6,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":6},"description":"Senior Client Representative, Commercial – Job Description\nPosition SummaryThe 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.\nKey ResponsibilitiesFunctional Leadership & Ownership\nOwns and manages client service lifecycle including renewals, changes, and ongoing service needs.\n\nActs as subject matter expert for client accounts and insurance policies.\n\nMaintains accountability for accuracy, compliance, and documentation across all service activities.\n\nHands-On Execution & Delivery\nProcesses policy changes, endorsements, and documentation through carrier portals and EPIC system.\n\nPrepares submissions, certificates, summaries, and client deliverables.\n\nReviews policies and renewals for accuracy prior to delivery.\n\nHandles billing processes, cancellations, reinstatements, and audits.\n\nReporting, Quality & Operational Support\nMaintains accurate client data in EPIC including coverage, limits, and endorsements.\n\nTracks activity, deadlines, and outstanding items ensuring timely completion.\n\nEnsures high-quality service delivery aligned to E&O and compliance standards.\n\nCross-Functional Partnership & Integration\n\nCollaborates with Client Managers, Executives, and internal departments.\n\nCommunicates client needs, risks, and opportunities to account teams.\n\nSupports claims reporting and coordination with carriers and internal teams.\n\nGrowth, Change & Special Initiatives\nSupports onboarding, training, and mentorship of junior team members.\n\nIdentifies cross-selling opportunities and contributes to account growth.\n\nParticipates in operational improvements and strategic initiatives.\n\nProcess Improvement & Best Practices\nContinuously improves workflows and service efficiency.\n\nMaintains awareness of industry regulations and best practices.\n\nSenior-Level Expectations\nDemonstrates leadership, professionalism, and role-model behavior.\n\nHandles complex accounts independently.\n\nMentors and develops junior staff.\n\nConsistently exceeds performance expectations and service metrics.\n\nManagement Responsibilities\nOversees Client Representatives and Administrative support staff.\n\nManages workflows, productivity, and service standards.\n\nSupports hiring, onboarding, and performance management processes.\n\nCoordinates with HR, Accounting, IT, and leadership teams.\n\nAccountability\nDeliver accurate, timely, and compliant client service.\n\nMaintain strong client relationships and satisfaction.\n\nEnsure data integrity and operational excellence.\n\nSupport team collaboration and continuous improvement.\n\nQualificationsRequired\n3–5+ years of commercial insurance experience.\n\nAppropriate insurance licensing.\n\nStrong communication, organization, and analytical skills.\n\nProficiency in Microsoft Office.\n\nPreferred\nExperience with Applied EPIC.\n\nBachelor’s degree in business or related field.\n\nKey Competencies\nOwnership & Accountability\n\nClient Focus & Service Excellence\n\nCollaboration & Communication\n\nProcess Improvement & Efficiency\n\nProblem Solving & Critical Thinking\n\nCompensationThe 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.\nOriginally posted on Himalayas","description_format":"text","description_chars":3644,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-10-29T02:28:30Z"}],"visa":[],"liveness":{"score":74,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.781,"p_room":0.945,"age_days":6,"expected_fill_days":15,"reasons":["seen:6","win:mid"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":false},"html_url":"https://alion.io/job/unisonriskadvisors-senior-client-service-representative","json_url":"https://alion.io/job/unisonriskadvisors-senior-client-service-representative.json","meta":{"generated_at":"2026-11-05T01:26:57Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1657,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":281298},"rest":"https://alion.io/mcp/rest/get_company?id=281298"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Funisonriskadvisors-senior-client-service-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Funisonriskadvisors-senior-client-service-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Funisonriskadvisors-senior-client-service-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/unisonriskadvisors-senior-client-service-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Funisonriskadvisors-senior-client-service-representative"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3435946}},{"tool":"search_jobs","arguments":{"company":"unisonriskadvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3435946},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}