Associate Client Manager, Commercial Risk

🕒 2 days ago

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Manage small business renewal accounts from start to finish • Log client data and evaluate insurance needs • Create effective risk management solutions designed to meet clients' financial goals • Broking/quoting for renewals and prioritizing client retention and communication • Handle operational tasks required to complete binding and policy management • Responsible for marketing, client communication, binding coverage, endorsements, and policy data logging for accounts with $5,000 -$10,000 in revenue

🎯 Requirements

• At least 2-3 years’ relevant experience required • Current P&C license • Prior experience in insurance and loves customer service • Exceptional verbal and written communication skills • Strong organizational and task prioritization skills • Proficient in learning new software and technologies, Salesforce experience preferred • Self-motivated, analytical, ambitious with an entrepreneurial spirit.

🏖️ Benefits

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