Senior Client Manager - Commercial Risk - PEO - Insurance Advisory Solutions

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April 3

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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

• 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

• 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. • License(s): 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. • Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.