Associate Client Manager, Surety - IAS, West

baldwin; Tustin (CA); On-site; USD 68,000 - 72,000; Full time

Job summary

The Baldwin Group is seeking an Associate Client Manager, Commercial Risk, to serve as a technical resource for clients, advisors, and insurance partners. You will deliver timely renewals, manage endorsements, and work across teams to protect client interests.

Ideal candidates bring 3–5 years of related insurance experience, a strong ability to build relationships with markets, and a commitment to accurate, compliant risk management.

Qualifications

• At least 3–5 years of related insurance experience.
• Obtain and maintain a 2-20 state insurance license or other required license within 90 days of employment.
• Bachelor's degree preferred

Responsibilities

• Gather information and risk management recommendations for renewals and deliver renewals/binders.
• Assist in managing policy activity including endorsements and invoicing.
• Maintain timeliness and completeness to minimize errors or omissions.
• Handle quotes, changes, and new policies; determine acceptance and collect premiums when applicable.
• Review accounts to identify opportunities for additional lines before renewal.
• Cultivate strong relationships with Insurance Company Partners and know carrier requirements.
• Identify and communicate opportunities to improve firm, processes, and operations.

Skills

Relationship building

Insurance knowledge

Risk assessment

Team collaboration

Communication

Education

Bachelor's degree preferred

Tools

Licensing basics

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

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 2-20 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 starting pay is $68,000-$72,000 annually. Salary is negotiable upon time of hire.