Associate Client Manager - Commercial Risk

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April 30

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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

• The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts. • Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services. • Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague. • Responsible for the collaboration, communication, and execution of service to ensure service standards are met. • Oversight of system data entry and processing. • Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues. • Complete special projects as assigned. • Continually seek opportunities to improve the firm, business segment and processes. • Bring issues and discrepancies to appropriate leadership. • Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors. • Assist colleagues as requested.

🎯 Requirements

• A Bachelor’s degree is preferred. • At least 2-5 years’ relevant experience. • Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses. • Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.