Client Manager, Commercial Risk – Insurance Advisor Solutions

🔥 0 minutes 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 means • Perform accounting and math functions including invoicing and premium allocation • Monitor claims, communicate claims information, and assist insureds in coordination with claims • Attend client meetings with the Advisor or Director Risk Management when requested • Assist coworkers with client inquiries and processing work • Manage day-to-day client account activities, including policy review, changes, contract review, certificate processing, renewals, marketing, negotiating insurance programs, surplus lines filing, lease review, and review of financial statements • Respond to client inquiries via telephone and email and follow up for timely service • Counsel clients on coverage and exposure and recommend and place additional coverage • Seek referrals and generate new business prospects using prospect databases and automation systems • Cultivate relationships with insurance company partners and understand carrier requirements • Identify process improvement opportunities and escalate issues and discrepancies to leadership

🎯 Requirements

• Obtain and maintain 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 • 3+ years of experience in a Commercial Account Manager role • Effective verbal and written presentation and communication skills • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook • Ability to learn insurance company and firm software programs • Ability to work in a fast-paced, multi-tasking environment • Travel as required