[Hiring] Client Manager, Commercial Risk-Insurance Advisory Solutions @Baldwin Group Colleague, Inc.

Baldwin Group Colleague, Inc.; Deutschland; Remote; EUR 60.000 - 78.000; Vollzeit

Zusammenfassung

A leading insurance advisory firm is seeking a remote Client Manager specializing in Commercial Risk-Insurance Advisory Solutions. The ideal candidate will have over 3 years of experience in a commercial account management role and will be responsible for maintaining client files, managing claims, and cultivating relationships with clients and insurance partners. Strong communication and organizational skills are essential for this fast-paced role.

Leistungen

Fast-paced multi-tasking environment

Travel as required

Qualifikationen

• Must obtain and maintain a state insurance license as required.
• At least 3 years of experience in a Commercial Account Manager role.

Aufgaben

• Maintain client files accurately in Agency Management System.
• Compose business correspondence via email or letter.
• Perform accounting functions including invoicing and premium allocation.
• Monitor claims and communicate information to the agency.
• Manage day-to-day activities of client accounts.

Kenntnisse

Effective presentation

Intermediate to advanced Microsoft Office skills

Communication skills

Ausbildung

State insurance license

3+ years in Commercial Account Manager role

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Jobbeschreibung

Aug 20, 2025 - Baldwin Group Colleague, Inc. is hiring a remote Client Manager, Commercial Risk-Insurance Advisory Solutions. Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This role involves being an integral part of the Commercial Lines team and partnering with Advisors, Directors of Risk Management, Client Service Specialists, and others in the agency to deliver a high level of service to our commercial clients.

• Maintain client files in Agency Management System accurately and consistently
• Compose professional business correspondence via letter, email, and/or other means
• Perform accounting/math related functions including invoicing, premium allocation, and other tasks as necessary
• Monitor claims as outlined by agency procedures
• Communicate claims information to others in the agency and maintain up-to-date claims information in the system
• Provide guidance and assistance to the insured in coordination with claims
• Interact effectively by utilizing good communication skills and cooperating purposefully
• Attend client meetings with the Advisor or Director of Risk Management, when requested
• Assist co-workers in responding to client inquiries or processing work, when needed
• Manage the day-to-day activities of client accounts including policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance
• Assist client inquiries via telephone and email, relaying information and follow up for timely service to the insured
• Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed
• Actively seek out referrals from the current client base to solicit new business prospects
• Cultivate strong relationships with insurance company partners and know carrier requirements and attributes
• Look for opportunities to improve the firm, business segment, and processes
• Bring issues and discrepancies to the attention of appropriate leadership

Qualifications

• Obtain and maintain a state insurance license(s), as required by the State Department of Insurance
• 3+ years of experience in a Commercial Account Manager role

Requirements

• Demonstrates effective presentation skills through both verbal and written communications
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
• Ability to learn any other appropriate insurance company and firm software programs
• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture

Benefits

• Fast paced, multi-tasking environment
• Travel as required