What are the responsibilities and job description for the Insurance Advisor position at Vibrant-USA?
Client Manager, Commercial Risk (International) - Insurance Advisory Solutions
Client Manager, Commercial Risk (International) - Insurance Advisory Solutions
Apply remote type Hybrid locations Bethesda, Maryland, US time type Full time posted on Posted 7 Days Ago job requisition id JR106483
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad.
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 :
EDUCATION & EXPERIENCE :
EEOC STATEMENT :
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.
LI-JR1
LI-Hybrid
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