Client Manager, Commercial Risk

🔥 15 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 means • Perform accounting and math functions including invoicing and premium allocation • Monitor claims, communicate claims information, and maintain up-to-date claims records • Collaborate with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies • Attend client meetings when requested • Assist co-workers with client inquiries and processing work • Manage day-to-day client account activities, including policy review, changes, contract review, certificate processing, renewal documents, marketing, negotiating insurance programs, surplus lines filing, lease review, and financial statement review • Respond to client inquiries by telephone and email and follow up for timely service • Counsel clients on coverage and exposure and recommend and place additional coverage • Generate new business through client referrals, prospect databases, and automation systems • Maintain relationships with insurance carrier partners and understand carrier requirements • Identify opportunities to improve the firm, business segment, and processes; escalate issues to leadership

🎯 Requirements

• Obtain and maintain a 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 skills • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook • Ability to learn appropriate insurance company and firm software programs • Ability to demonstrate 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