Client Manager, Commercial Risk

🔥 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 client files accurately and consistently in the Agency Management System • Ensure proper file documentation and communication according to company workflows, procedures, and best practices • Compose professional business correspondence via letter, email, and other means • Perform accounting and math-related functions, including invoicing and premium allocation • Monitor claims, communicate claims information internally, and maintain up-to-date claims records • Provide guidance and assistance to insureds in coordination with claims • Collaborate effectively 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 coworkers with client inquiries and work processing when needed • Manage day-to-day client account activities, including policy review, changes and updates, contract review for certificate processing, renewal documents, marketing and negotiating insurance programs, surplus lines filing, lease review, and review of client-related financial statements • Respond to client inquiries by telephone and email and follow up for timely service • Counsel and advise clients on coverage and exposure; recommend and place additional coverage as needed • Seek referrals from the current client base and pursue new business prospects using the prospect database and automation system • 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

• 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 presentation skills through verbal and written communications • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook • Ability to learn insurance company and firm software programs • Demonstrates the firm’s core values and behavior aligned with the corporate culture • Ability to work in a fast-paced, multi-tasking environment • Travel as required