Surety Client Manager - Construction

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April 4

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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 Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. • This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. • Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. • Compose professional business correspondence via letter, email, and/or other means. • Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. • Monitor claims as outlined by agency procedures. • Communicate claims information to others in the agency and maintain up-to-date claims information in the system. • Provide guidance and assistance to the insured in coordination with claims. • Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company. • Attend client meetings with the Advisor or Director Risk Management, when requested. • Assist co-workers in responding to client inquiries or processing work, when needed. • Manage the day-to-day activities of client accounts.

🎯 Requirements

• Previous experience in executing bonds is required • Knowledge of Tinubu/SurePath, Eron, and/or Epic is a preferred • 3-5+ years of experience in a Commercial Account/Client Manager role • Obtain and maintain a state insurance license(s), 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 the first 90 days of employment)