Apply on Employer Site

The Baldwin Group · 1 day ago

Associate Client Manager, Commercial Risk - Insurance Advisory Solutions

United States

Full-time

Remote

Mid Level

3+ years exp

The Baldwin Group is a company that provides insurance advisory solutions, and they are seeking an Associate Client Manager, Commercial Risk to serve as a technical resource for clients and partners. The role involves managing policy activities, gathering information for renewals, and cultivating relationships with insurance partners.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed

Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing

Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims

Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable

Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal

Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes

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

Qualification

Insurance market knowledgeRisk analysisRelationship managementInsurance licensingBehavioral alignmentMulti-taskingTeam collaboration

Required

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

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

Demonstrates Firm's behavioral tenets, exuding behavior that is aligned with corporate culture

At least 3-5 years of related insurance experience, or associated industry experience

Obtain and maintain a state insurance license or other 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)

Preferred

Bachelor's degree preferred

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