Client Relationship Manager, Commercial Risk – Middle Market

🕒 Maio 29

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The Baldwin Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

💰 $170.000.000 Post IPO debt em 2023-10

Finance • B2B

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations. • Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage. • Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives. • Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation. • Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings. • Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery. • Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement. • Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows. • Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings. • Maintain high standards of accuracy, timeliness, and completeness in all interactions. • Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

🎯 Requisitos

• Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred. • Current state license required (Property & Casualty). • 2–4+ years of commercial insurance and account management experience. • Excellent verbal and written communication skills to deliver presentations to decision-makers and clients. • Foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types. • Experience coordinating with offshore teams or third-party partners is preferred.

🏖️ Benefícios

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities