Client Relationship Manager, Commercial Risk – Middle Market

🕒 il y a 20 jours

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The Baldwin Group

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💸 Finance

🤝 B2B

💰 €170 000 000 Post IPO debt en 2023-10

Finance • B2B

Le Baldwin Group est un cabinet de conseil national spécialisé dans la gestion des risques et le courtage d'assurance, offrant des solutions complètes pour les entreprises et les particuliers. Il fournit des assurances commerciales, des avantages sociaux aux employés, des services de conseil en retraite, de gestion des risques privés et de gestion de patrimoine, ainsi que des offres spécialisées telles que la réassurance et les MGA, en adaptant des stratégies pour protéger les actifs et soutenir la croissance. Le cabinet met l'accent sur la collaboration, les informations sur le marché et des plans personnalisés pour les entreprises de différents secteurs ainsi que pour les particuliers à fort patrimoine.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

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