Relationship Manager - Private Risk - Insurance Advisory Solutions

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May 2

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The Baldwin Group

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Insurance • Finance • Consulting

The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisory firm. They simplify complex challenges for businesses and individuals by offering tailored solutions in business insurance, personal insurance, employee benefits, and wealth management. The firm specializes in protecting the unique needs of clients across various industries, including construction, energy, healthcare, and real estate, among others. The Baldwin Group's expertise extends to personal insurance solutions for high-value assets and comprehensive employee benefits programs. They emphasize collaboration, commitment, and communication to adapt to their clients' evolving needs.

1001 - 5000 employees

Founded 2011

💸 Finance

📋 Description

• Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. • Reviews client exposures, underwriting memo, loss experience along with current coverages. • Advises and counsels on complex risk exposures. • Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims. • Creates and presents private risk management renewal proposals & agendas to existing clients and conducts annual interactive reviews when needed. • Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. • Cultivates strong relationships with insurance company partners and is accountable for knowing insurer contracts, requirements and attributes. • Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims. • Serves as a market placement specialist by often remarketing existing programs to ensure we are keeping pace with clients needs. • Remain up to date on industry offering and make pro-active recommendations to clients. • Demonstrates strong organizational skills with high attention to detail. • Looks for opportunities to improve the firm, business segment and processes. • Brings issues and discrepancies to the attention of appropriate leadership.

🎯 Requirements

• Current Florida 2-20 License (or state equivalent) as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions or be willing and able to obtain all required licenses within their first 90 days of employment. • 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.