Senior Client Manager - Commercial Risk

October 29

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Logo of The Baldwin Group

The Baldwin Group

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

1001 - 5000 employees

Founded 2011

💸 Finance

Description

• The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. • Performs all Account Manager responsibilities as well as: • 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

• Must possess at least five years’ experience and demonstrated proficiency in Account Management. • A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation. • 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. • Demonstrates effective presentation skills through verbal and written communications.

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