Relationship Manager - Private Risk

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

• Provides proactive day-to-day client service by anticipating and evaluating client needs. • Reviews client exposures, underwriting memo, loss experience along with current coverages. • Advises and counsels on complex risk exposures. • Creates and presents private risk management renewal proposals & agendas to existing clients. • Maintains a concern for accuracy, timeliness and completion when interacting with clients. • Serves as a market placement specialist by often remarketing existing programs.

Requirements

• Current Property and Casualty License (or state equivalent) as required by the State Department of Insurance. • College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc. • Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge.