Client Manager, Commercial Risk – Innovation Practice

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Maintain accurate client files and documentation in the Agency Management System • Compose professional business correspondence via letter, email, and other methods • Perform invoicing, premium allocation, and other accounting or math-related tasks • Monitor claims, communicate claims information, and maintain current claims records • Collaborate with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies • Attend client meetings with the Advisor or Director Risk Management when requested • Assist co-workers with client inquiries and work processing • Manage day-to-day client account activities, including policy reviews, changes, updates, contract reviews, certificate processing, renewals, marketing, negotiating insurance programs, surplus lines filing, lease reviews, and analysis of financial statements • Respond to client inquiries by telephone and email and follow up for timely service • Counsel clients on coverage and exposures and recommend or place additional coverage • Seek client referrals and generate new business using prospect databases and automation systems • Cultivate relationships with insurance carrier partners and understand carrier requirements • Identify opportunities to improve the firm, business segment, and processes; escalate issues and discrepancies to leadership

🎯 Requirements

• Obtain and maintain required state insurance license(s), 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 • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook • Ability to learn appropriate insurance company and firm software programs • Effective verbal and written presentation skills • Ability to perform accounting and math-related functions, including invoicing and premium allocation • Ability to work in a fast-paced, multi-tasking environment • Willingness to travel as required

🏖️ Benefits

• Travel as required • Reasonable accommodation for medical or religious reasons