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The Baldwin Group · 2 weeks ago

Sr Client Manager, Commercial Risk-Insurance Advisory Solutions

United States

Full-time

Remote

Senior Level

5+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. They are seeking a Senior Client Manager to serve as the primary point of contact for a portfolio of clients, ensuring their needs are understood and expectations exceeded through effective relationship management and strategic planning.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Nanette Sherrill

Responsibilities

Develop and maintain strong, long-term relationships with a portfolio of assigned clients, acting as their main point of contact

Demonstrate a persuasive style of communication that focuses on understanding and addressing client needs

Lead clients and internal stakeholders through planning sessions to define goals, scope of marketing activities and special projects

Coordinates service delivery including developing initial placement/renewal strategy

Communicate company policies, programs, and systems in a clear, persuasive, and teaching-oriented style

Collaborate with internal teams to ensure timely and successful delivery of projects based on client needs

Ensure all work is delivered accurately, efficiently, and in alignment with established guidelines, structure, and policies

Manage contracts, renewals, and negotiations to support positive, mutually beneficial client relationships

Resolve client issues and challenges promptly, escalating to appropriate internal teams when needed

Provide constructive, supportive feedback and follow-up with colleagues to ensure high-quality deliverables and positive working relationships

Maintain strong, friendly follow-up on delegated tasks to ensure proper results when working with and through others

Looks for opportunities to improve the firm, business segment and processes

Qualification

Client Relationship ManagementStrategic PlanningProject ExecutionInsurance KnowledgeMicrosoft Office SuiteProblem-SolvingCommunication SkillsInterpersonal SkillsTeam Collaboration

Required

Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites

Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects

Exhibits excellent client service and problem-solving skills

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

5+ years of experience building strong client relationships and delivering outstanding work

Excellent communication and interpersonal skills; able to stimulate, motivate, and engage others while being responsive to their needs and concerns

Strong ability to 'think big' strategically while never losing sight of critical details

Demonstrated ability to manage multiple tasks and priorities in a fast-paced environment

Driven, collaborative team player who demonstrates 'we before me' attitude

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

Preferred

A bachelor's degree is preferred, and either have or is working towards, a professional insurance designation

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