Client Manager - Commercial Risk

4 days ago

Apply Now

Receive Emails with Similar Jobs

The Baldwin Group

WebsiteLinkedInAll Job Openings

The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisor. The firm provides tailored solutions for businesses and individuals, helping clients navigate the complex landscape of insurance and financial protection. With expertise in business insurance, personal insurance, and employee benefits, The Baldwin Group aims to streamline solutions, adapt strategies to changing needs, and mitigate unique industry-specific challenges. Additionally, the company offers private client services and wealth management, further showcasing their dedication to protecting what matters to clients. As an official insurance broker for the Tampa Bay Buccaneers, The Baldwin Group has a strong presence in the insurance industry.

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

1001 - 5000 employees

Founded 2011

💸 Finance

📋 Description

• Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. • Responsible for assisting in establishing and maintaining appropriate carrier relationships • Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. • Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. • Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources. • Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy • Stay informed on regulatory changes • Completes special projects as assigned • Continually seeks opportunities to improve the firm, business segment and processes. • Bring issues and discrepancies to appropriate leadership • Serves as a mentor to colleagues as requested

🎯 Requirements

• At least 4 years' of related insurance experience, or associated industry experience • Obtain and maintain a 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)