Licensed Account Manager – Commercial Lines

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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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

• Gather information and risk management recommendations for policy renewals and deliver renewals and/or binders as needed • Assist in managing policy activity of assigned accounts and refer analyst-level tasks to Account Analysts for processing • Review existing accounts to determine whether additional lines of insurance should be solicited and provide proposals before renewal • Determine acceptability and placement, complete applications, and process assigned renewal accounts • Present renewal risks to the insurance marketplace for quoting • Handle complex contract requirements and client service needs beyond Account Analyst capabilities • Cultivate relationships with Insurance Company Partners and maintain knowledge of carrier requirements and attributes • Keep the management system current by documenting client and carrier correspondence • Maintain timeliness and completeness in interactions with clients, the organization, and Insurance Company Partners • Identify opportunities to improve the firm, business segment, and processes; escalate issues and discrepancies to leadership

🎯 Requirements

• At least 2 years of related insurance experience, or associated industry experience • Current 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions • Bachelor’s degree preferred • CIC certification preferred • Ability to forge relationships with key insurance markets and carrier representatives • Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites • Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects • Ability to work as part of a team of professionals and build relationships with other Firm business segments • Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture

🏖️ Benefits

• Remote workstyle • Monthly bonus eligibility • Complete health benefits package • 401k with company matching

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