Be an early applicantLess than 25 applicants

Company

The Baldwin Group · 4 hours ago

Associate Client Manager, Commercial Risk-Insurance Advisory Solutions

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Maximize your interview chances

CreditEmployee Benefits

Work & Life Balance

H1B Sponsor Likely

Hiring Manager

Nanette Sherrill

Insider Connection @The Baldwin Group

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client service skillsP&C licenseMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

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 independent firm that delivers insurance and risk management insights and solutions. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees

https://baldwin.com/

H1B Sponsorship

The Baldwin Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (6)

2022 (2)

2021 (5)

2020 (3)