Client Manager - Commercial Risk, Insurance Advisory Solutions

April 3

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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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

• 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 including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance. • Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured. • Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed. • Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. • Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes. • Looks for opportunities to improve the firm, business segment and processes. • Brings issues and discrepancies to the attention of appropriate leadership.

🎯 Requirements

• 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). • 3+ years of experience in a Commercial Account Manager role.