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The Baldwin Group · 11 hours ago

Associate Client Manager, Commercial Risk-Insurance Advisory Solutions

Tampa, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Associate Client Manager acts as a technical resource, providing high-quality service to clients and ensuring effective communication and collaboration within the team.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services

Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague

Responsible for the collaboration, communication, and execution of service to ensure service standards are met

Oversight of system data entry and processing

Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues

Complete special projects as assigned

Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership

Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors

Assist colleagues as requested

Qualification

Client serviceRisk evaluationMicrosoft OfficeP&C licensePresentation skillsProblem-solvingTeamwork

Required

Demonstrates effective presentation skills through verbal and written communications

Exhibits excellent client service and problem-solving skills

Can comfortably work in a team environment

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

At least 2-5 years' relevant experience

Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses

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

Preferred

A Bachelor's degree is 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