What are the responsibilities and job description for the Client Manager, Commercial Risk - Insurance Advisory Solutions position at The Baldwin Group?
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.
PRIMARY RESPONSIBILITIES:
Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
Responsible for assisting in establishing and maintaining appropriate carrier relationships
Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
Stay informed on regulatory changes
Completes special projects as assigned
Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership
Serves as a mentor to colleagues as requested
KNOWLEDGE, SKILLS & ABILITIES:
Ability to forge relationships with key insurance markets and carrier representatives
Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
Must have strong Excel skills, ability to create and manage large spreadsheets of data
Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
Ability to work as part of a team of professionals and build relationships with other Firm business segments
EDUCATION & EXPERIENCE:
At least 4 years' of related insurance experience, or associated industry experience
Bachelor's degree preferred
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain al required licenses within the first 90 days of employment)
The starting pay is $69,300 annually. Salary is negotiable upon time of hire.
IND1
Click here for some insight into our culture!
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.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.
PRIMARY RESPONSIBILITIES:
Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
Responsible for assisting in establishing and maintaining appropriate carrier relationships
Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
Stay informed on regulatory changes
Completes special projects as assigned
Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership
Serves as a mentor to colleagues as requested
KNOWLEDGE, SKILLS & ABILITIES:
Ability to forge relationships with key insurance markets and carrier representatives
Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
Must have strong Excel skills, ability to create and manage large spreadsheets of data
Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
Ability to work as part of a team of professionals and build relationships with other Firm business segments
EDUCATION & EXPERIENCE:
At least 4 years' of related insurance experience, or associated industry experience
Bachelor's degree preferred
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain al required licenses within the first 90 days of employment)
The starting pay is $69,300 annually. Salary is negotiable upon time of hire.
IND1
Click here for some insight into our culture!
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.
Salary : $69,300
