Associate Client Manager – Innovation Practice

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🤝 Client Partner

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

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

• Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects • Provide prompt, efficient, high-quality service for designated accounts • Gather information and risk management recommendations for renewals • Deliver renewals and/or binders as needed • Assist in managing policy activity for assigned accounts, including endorsements and invoicing • Interact with clients, the organization, and Insurance Company Partners with timeliness and completeness • Receive calls and office visitors requesting quotes, coverage changes, and/or new policies • Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable • Review existing accounts for opportunities to solicit additional lines of insurance by mail and/or phone before renewal • Cultivate relationships with Insurance Company Partners and maintain knowledge of carrier requirements and attributes • Identify opportunities to improve the firm, business segment, and processes • Escalate issues and discrepancies to appropriate leadership

🎯 Requirements

• Ability to forge relationships with key insurance markets and carrier representatives • Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites • Ability to analyze complex risk exposures and existing insurance coverages, and develop appropriate recommendations for clients and prospects • Ability to work as part of a team of professionals and build relationships with other Firm business segments • Demonstrates Firm’s behavioral tenets and behavior aligned with corporate culture • At least 3-5 years of related insurance experience, or associated industry experience • Obtain and maintain a Property and Casualty state insurance license or other state insurance license(s), as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment • Bachelor’s degree preferred

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