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The Baldwin Group · 5 hours ago

Client Manager, Commercial Risk - IAS Mid-Atlantic

Bethesda, MD

Full-time

Onsite

Mid Level

3+ years exp

The Baldwin Group is an award-winning insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Client Manager, Commercial Risk will be responsible for maintaining client relationships and files, managing day-to-day client account activities, and providing guidance on insurance coverage and claims.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Jessica La Salvia

Responsibilities

Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices

Compose professional business correspondence via letter, email, and/or other means

Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary

Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims

Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company

Attend client meetings with the Advisor or Director Risk Management, when requested

Assist co-workers in responding to client inquiries or processing work, when needed

Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance

Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured

Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed

Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system

Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes

Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership

Qualification

Commercial Account ManagementRisk Management ConsultingInsurance LicenseMicrosoft Office SuiteMulti-taskingEffective CommunicationPresentation SkillsRelationship Building

Required

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 all required licenses within the first 90 days of employment)

3+ years of experience in a Commercial Account Manager role

Demonstrates effective presentation skills through both verbal and written communications

Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs

Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees