Client Manager - Employee Benefits

5 days ago

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The Baldwin Group

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

1001 - 5000

Description

• Manage day-to-day activities of client accounts including 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 • Bachelor's degree preferred • 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 al required licenses within the first 90 days of employment)