The Baldwin Group
Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection
1001 - 5000
Relationship Manager, Private Risk
October 10
The Baldwin Group
Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection
1001 - 5000
Description
• Serves as the primary contact for clients providing world-class client service • 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 to existing clients • Cultivates strong relationships with insurance company partners • Maintains a concern for accuracy, timeliness and completion when interacting with clients • Remains up to date on industry offering and makes pro-active recommendations to clients • Demonstrates strong organizational skills with high attention to detail
Requirements
• Current Property and Casualty License (or state equivalent) • 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.
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