The Baldwin Group
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
Senior Client Manager - Commercial Risk - PEO - Insurance Advisory Solutions
November 12, 2024
The Baldwin Group
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
📋 Description
• Assists in establishing and maintaining appropriate carrier relationships. • Performs marketing activities for large accounts as assigned. • Prepares risk maps or peer reviewing risk maps for assigned accounts. • Coordinates service delivery including developing initial placement/renewal strategy. • Completes special projects. • Looks for opportunities to improve the firm, business segment and processes. • Brings issues and discrepancies to appropriate leadership. • When requested, serves as a mentor to new colleagues.
🎯 Requirements
• A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation. • Must possess at least five years’ experience and demonstrated proficiency in Account Management. • Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
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