Associate Client Manager, Commercial Risk-BKS Partners

The Baldwin Group; Fort Myers (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector is seeking an Associate Client Manager to provide high-quality service for clients and partners. The role involves maintaining client relationships, identifying risks, and collaborating with teams to ensure service delivery. Ideal candidates will have strong communication skills, a bachelor's degree, and relevant experience in client management. Join a dynamic team and contribute to continuous improvement in client success.

Qualifications

• 2-5 years of relevant experience required.
• Current P&C license or willingness to obtain it.

Responsibilities

• Assist in maintaining client relationships through excellent customer service.
• Identify and evaluate risks in client accounts.
• Oversee system data entry and processing.

Skills

Communication

Client Service

Problem Solving

Teamwork

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Associate Client Manager, Commercial Risk-BKS Partners

Join to apply for the Associate Client Manager, Commercial Risk-BKS Partners role at The Baldwin Group.

Job Overview

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

Primary Responsibilities

1. Assist in maintaining appropriate client relationships through excellent customer service, helping clients achieve their business outcomes via software and services.
2. Identify and evaluate risks in client accounts, escalating concerns to senior colleagues as needed.
3. Collaborate, communicate, and execute service delivery to meet service standards.
4. Oversee system data entry and processing, conduct client audits, and record minutes from Client Success meetings.
5. Track technology issues related to Client Success and keep the Operations team informed about migration and charge statuses.
6. Complete special projects as assigned and seek continuous improvement opportunities.
7. Address issues and discrepancies proactively with leadership.
8. Maintain timeliness and accuracy in client interactions to minimize errors.
9. Assist colleagues as needed.

Knowledge, Skills & Abilities

• Effective verbal and written communication skills.
• Excellent client service and problem-solving skills.
• Ability to work well in a team environment.
• Intermediate to advanced proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Willingness to learn other insurance and firm software programs.

Education & Experience

• Bachelor’s degree preferred.
• 2-5 years of relevant experience.
• Current P&C license or willingness to obtain it.

Additional Information

This position description outlines the primary responsibilities and may include other duties as needed. All requirements are subject to reasonable accommodation for applicants and colleagues.