Associate Client Manager, Small Business Unit - Founder Shield

Vibrant-USA; Charlotte (NC); On-site; USD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking an Associate Client Manager to join their dynamic Small Business Unit. In this pivotal role, you will manage small business renewal accounts, ensuring exceptional service and tailored risk management solutions. Your expertise in insurance, combined with strong communication and organizational skills, will enable you to build lasting relationships with clients and insurance carriers alike. This forward-thinking company emphasizes a tech-enabled approach, providing you with the tools and support needed to excel in your role. If you are self-motivated and passionate about customer service, this opportunity is perfect for you.

Qualifications

• 2-3 years of experience in insurance with a focus on customer service.
• Proficient in Salesforce and strong communication skills.

Responsibilities

• Manage small business renewal accounts and create risk management solutions.
• Serve as primary contact for client renewal processes and handle policy management.
• Build relationships with insurance carriers and improve client coverage.

Skills

Customer Service

Communication Skills

Organizational Skills

Salesforce

Analytical Skills

Education

Bachelor's Degree

Tools

Salesforce

Job description

Associate Client Manager, Small Business Unit - Founder Shield

Associate Client Manager, Small Business Unit - Founder Shield

Apply locations Charlotte, North Carolina, US
Time type Full time
Posted on Posted Today
Job requisition id JR107926

Job Description Summary

Founder Shield, powered by The Baldwin Group, is a risk management partner for rapidly evolving, high-growth companies, as well as for small businesses. Our mission is to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future.

Responsibilities

• Manage small business renewal accounts from start to finish, including logging client data, evaluating insurance needs, and creating risk management solutions.
• Handle broking/quoting for renewals, prioritize client retention and communication, and complete operational tasks such as binding and policy management.
• Serve as the primary point of contact for all client renewal processes.
• Facilitate policy marketing, quoting, and underwriting on renewals.
• Deliver accurate quotes meeting or exceeding client requests.
• Build relationships with insurance carriers and act as liaison between clients and carriers/wholesalers.
• Identify opportunities to improve coverage and reduce gaps in client policies.
• Provide exceptional customer service by addressing inquiries, handling policy changes, billing issues, and issuing certificates of insurance.
• Prepare document bundles for policy binding and collect payments.
• Update and improve internal information management systems, including Salesforce.

Knowledge, Skills & Abilities

• Prior experience in insurance and a passion for customer service.
• Excellent verbal and written communication skills.
• Strong organizational and task prioritization skills.
• Proficiency in learning new software; Salesforce experience preferred.
• Self-motivated, analytical, ambitious, with an entrepreneurial spirit.

Education & Experience

• Bachelor’s degree preferred.
• At least 2-3 years of relevant experience required.
• Current P&C license.

Important notice: This position description outlines the essential responsibilities and is not a contract. Other duties may be assigned as needed. Reasonable accommodations will be provided to applicants and colleagues requiring them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from sources other than directly from candidates applying on our career site. Resumes sent unsolicited via any source, including agencies, will not be considered and are not subject to fees.

About Us

The Baldwin Group (formerly Baldwin Risk Partners) is a national leader in business insurance, employee benefits, retirement planning, and personal insurance. Since 2011, we have grown from a local business into a nationwide firm serving two million clients, with a vast network of specialists.

We provide solutions to support our clients' pursuits, from renting a first apartment to opening a small business or going public. Our mission is to help clients pursue their purpose, passion, and dreams with peace of mind. We Protect the Possible.