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Associate Client Manager, Commercial Risk - Insurance Advisory Solutions

Role overview

Summary

This role serves as a technical resource for clients and partners, providing high-quality service for designated accounts. You will manage policy activities, gather risk management information, and cultivate relationships with insurance partners to enhance service delivery.

Qualifications

  • At least 3-5 years of related insurance experience or associated industry experience.
  • Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
  • Ability to analyze complex risk exposures and develop appropriate recommendations for clients and prospects.
  • Obtain and maintain a 2-20 state insurance license or other state insurance license(s) as required.
  • Preferred: Bachelor’s degree

Responsibilities

  • Gather information and risk management recommendations for renewals.
  • Assist in managing all policy activity aspects of assigned accounts, including endorsements and invoicing.
  • Receive inquiries from clients regarding quotes and changes to existing coverage, determining acceptability and placement.
  • Review existing accounts to identify additional lines of insurance to solicit prior to renewal.

Key facts

  • Remote from: United States
  • Full time
  • Junior (1-2 years)
  • Commercial Insurance Advisor
  • English

Hard skills

Other skills

  • Relationship Building
  • Analytical Skills
  • Leadership Development
  • Teamwork
  • Communication
  • Time Management

About the company

The Baldwin Group logo

The Baldwin Group

  • Insurance
  • 1,001–5,000
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

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Job description

The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.

Principal Responsibilities:

  • Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
  • Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing.
  • Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims.
  • Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
  • Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
  • Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.
  • Looks for opportunities to improve the firm, business segment and processes.
  • Brings issues and discrepancies to appropriate leadership.

Education, Experience, Skills and Abilities Requirements:

  • 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 segment
  • Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture
  • At least 3-5 years of related insurance experience, or associated industry experience
  • Obtain and maintain a 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 (or be willing and able to obtain all required licenses within the first 90 days of employment).Bachelor’s degree preferred

Special Working Conditions:

Fast-paced multi-tasking environment.


Important Notice:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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