What are the responsibilities and job description for the Associate Client Manager, Commercial Risk - Construction Practice position at Baldwin Group Colleague, Inc.?
Position Summary: The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.
Principal Responsibilities:
Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing.
Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims.
Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.
Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.
Knowledge, Skills and Abilities Requirements:
Strong analytical, research and problem-solving skills
High attention to detail and organization
Strong verbal and written communications skills
Customer relations and previous customer service experience preferred
Ability to multi-task and work effectively in a fast-paced team environment
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Ability to work as part of a team of professionals and build relationships with other Firm business segments
Education/Experience:
Bachelor’s degree strongly preferred
License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
Special Working Conditions:
Fast-paced multi-tasking environment.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
