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The Baldwin Group · 1 day ago

Sr Client Manager, Commercial Risk - Insurance Advisory Solutions, Southwest Region

Rockwall, TX

Full-time

Hybrid

Senior Level

5+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Sr. Client Manager is responsible for coordinating carrier relationships, leading service teams on large accounts, and developing placement and renewal strategies.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Performs all Account Manager responsibilities as well as:

Assists in establishing and maintaining appropriate carrier relationships

Performs marketing activities for large accounts as assigned

Prepares risk maps or peer reviewing risk maps for assigned accounts

Coordinates service delivery including developing initial placement/renewal strategy

Completes special projects

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

When requested, serves as a mentor to new colleagues

Qualification

Insurance market knowledgeRisk analysisAccount ManagementMicrosoft Office proficiencyProfessional insurance designationClient service skillsProblem-solving skillsPresentation skills

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

Must possess at least five years' experience and demonstrated proficiency in Account Management

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

Demonstrates effective presentation skills through verbal and written communications

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

Preferred

A Bachelor's degree is preferred, and either has, 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