Associate Client Manager, Small Business Unit - Founder Shield (Hybrid - In office 3x per week)

Founder Shield, powered by The Baldwin Group, is a risk management partner for rapidly evolving, high-growth companies, as well as for small businesses. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future.

The Associate Client Manager will manage small business renewal accounts from start to finish. The role requires logging client data, evaluating insurance needs, and helping create effective risk management solutions designed to meet clients' financial goals. This includes the broking/quoting for renewals, prioritizing client retention and communication, as well as the operational tasks required to complete binding and policy management. The Associate Client Manager on the Baldwin Small Business team will be responsible for all marketing, client communication, binding coverage, endorsements, and policy data logging for accounts less than $5,000 in revenue. The goal is to satisfy the needs of these smaller clients and retain them year over year.

PRIMARY RESPONSIBILITIES:

• Exclusive Point of Contact for all client renewal processes
• Facilitating the policy marketing, quoting, and underwriting process on renewals
• Delivering accurate quotes that meet or exceed client requests
• Fostering relationships with various insurance carriers and acting as the liaison between current clients and carriers, as well as wholesalers
• Identifying account rounding opportunities in order to provide better coverage for the client by reducing gaps and potential exposure to risk
• Providing exceptional customer service; this includes answering client inquiries and questions in a timely and efficient manner, handling policy changes/endorsements, billing issues, and issuing certificates of insurance
• Compiling and preparing all relevant document bundles to bind client insurance policies, as well as collecting payment
• Updating and improving upon internal information management systems, including Salesforce

KNOWLEDGE, SKILLS & ABILITIES:

• Prior experience in insurance and loves customer service
• Exceptional verbal and written communication skills
• Strong organizational and task prioritization skills
• Proficient in learning new software and technologies, Salesforce experience preferred
• Self-motivated, analytical, ambitious with an entrepreneurial spirit

EDUCATION & EXPERIENCE:

• A Bachelor’s degree preferred
• At least 2-3 years’ relevant experience required
• Current P&C license

LOCATION:

• Position is hybrid in Charlotte, NC.
• Onsite expectation is 3 days per week (2 days WFH)

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. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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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.