Associate Client Manager, Commercial Risk - Construction Practice

The Baldwin Group; Branchburg Township (NJ); Presencial; USD 59.000 - 72.000; Jornada completa

Descripción de la vacante

The Baldwin Group is seeking an Associate Client Manager to serve as a technical resource for clients, advisors, insurance company partners and prospects. You will provide prompt, high-quality service for designated accounts, supporting client relationships and service migrations.

Responsibilities include risk identification, audits, data processing oversight, and cross-functional collaboration to maintain service standards. A Bachelor’s degree and 2–5 years of experience are preferred.

Formación

• Bachelor’s degree preferred.
• 2–5 years’ relevant experience.
• Current P&C license as required by the State Department of Insurance or willingness to obtain it.
• Demonstrates alignment with the organization’s core values.

Responsabilidades

• Assist in maintaining client relationships to help clients achieve business outcomes via software and services.
• Identify and evaluate risks in client accounts and escalate as needed.
• Collaborate, communicate, and execute services to meet standards.
• Oversee data entry and processing for client systems.

Conocimientos

Presentation skills

Client service

Teamwork

Problem-solving

Educación

Bachelor's degree

Herramientas

Microsoft Word

Excel

PowerPoint

Outlook

Descripción del empleo

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

Primary Responsibilities

• Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services.
• Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague.
• Responsible for the collaboration, communication, and execution of service to ensure service standards are met.
• Oversight of system data entry and processing.
• Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues.
• Complete special projects as assigned.
• Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.
• Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors.
• Assist colleagues as requested.

Knowledge, Skills & Abilities

• Demonstrates effective presentation skills through verbal and written communications.
• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a team environment.
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

Education & Experience

• A Bachelor’s degree is preferred.
• At least 2-5 years’ relevant experience.
• Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Starting pay for this position is $65,000; negotiable at offer.

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. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.