Associate Client Manager, Small Business Unit - Innovation Practice

Baldwin Group Colleague, Inc.; United States; Remote; USD 70,000 - 120,000; Full time

Job summary

The Baldwin Group seeks an Associate Client Manager, Commercial Risk to serve as a technical resource for clients, advisors, Insurance Company Partners and prospects while delivering prompt, high-quality service for designated accounts.

Responsibilities include managing renewals, endorsements, and invoicing, gathering risk information, and presenting tailored recommendations to minimize gaps and maximize coverage across client portfolios.

Qualifications

• 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 segments.
• Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture.

Responsibilities

• Gather information and risk management recommendations for renewals and deliver renewals/binders as needed.
• Assist in manages all policy activity aspects of assigned accounts including endorsements and invoicing.
• Maintain timeliness and completeness to minimize errors and omissions claims.
• Handle quotes, changes to coverage, and new policies for clients and prospects.
• Review accounts to identify cross-sell opportunities and solicit via mail/phone prior to renewal.
• Cultivate relationships with Insurance Company Partners and understand carrier requirements.
• Identify and propose improvements for the firm, business segment, and processes.

Skills

Relationship building

Technical insurance knowledge

Risk analysis

Team collaboration

Regulatory awareness

Education

Bachelor's degree preferred

Job description

Position Summary

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 segments. 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 Property and Casualty 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.

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 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.