The Baldwin Group
1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $170M Post IPO debt on 2023-10
Finance • B2B
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.
Client Manager, Surety – Construction Practice
🕒 April 17
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The Baldwin Group
1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $170M Post IPO debt on 2023-10
Finance • B2B
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 in Agency Management System accurately and consistently • Compose professional business correspondence via letter, email, and/or other means • Capable for performing accounting/math related functions including invoicing, premium allocation • Monitor claims as outlined by agency procedures • Communicate claims information to others in the agency • Assist co-workers in responding to client inquiries or processing work • Manage the day-to-day activities of client accounts • Counsel and advise client on coverage and exposure
🎯 Requirements
• 3-5+ years of experience in a Commercial Account/Client Manager role • Previous experience in executing bonds is required • Obtain and maintain a state insurance license(s) • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook • Knowledge of Tinubu/SurePath, iAutomate/Erlon, and EPIC is a plus
🏖️ Benefits
• Health insurance • Flexible work arrangements
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