Associate Client Manager - Commercial Risk Insurance Advisory Solutions

2 days ago

Apply Now

Receive Emails with Similar Jobs

The Baldwin Group

WebsiteLinkedInAll Job Openings

Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000 employees

Founded 2011

💸 Finance

Description

• 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.

Requirements

• A Bachelor’s degree is preferred. • 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.