Client Manager, Commercial Risk - Insurance Advisory Solutions

Baldwin Group Colleague; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

Baldwin Group Colleague is seeking a Commercial Account Manager to partner with Advisors, Directors Risk Management, and Client Service Specialists to deliver high service levels to commercial clients.

The role involves maintaining client files, preparing renewal documents, and coordinating with insurance carriers to negotiate and place coverage. Travel is required in a fast-paced environment, with a focus on accurate documentation and proactive client communication.

Qualifications

• Demonstrates effective presentation skills through verbal and written communication.
• State insurance license requirement or willingness to obtain within 90 days.
• 3+ years of experience in a Commercial Account Manager role.
• Ability to learn insurance company and firm software programs.

Responsibilities

• Maintain client files in the agency system with accurate documentation and communications per workflows.
• Compose professional business correspondence via letter or email.
• Perform accounting tasks including invoicing and premium allocation as needed.
• Monitor and coordinate claims information with the insured and agency team.
• Interact with clients and colleagues to support service goals and renewals.
• Attend client meetings with Advisors or Directors Risk Management when requested.
• Assist colleagues with client inquiries and processing work.
• Manage day-to-day client accounts including policy reviews, changes, certificates, renewals, and marketing.

Skills

Presentation skills

Education

State insurance license requirement or willingness to obtain within 90 days

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Agency management software

Job description

The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:

• Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Compose professional business correspondence via letter, email, and/or other means
• Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
• Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
• Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
• Attend client meetings with the Advisor or Director Risk Management, when requested
• Assist co-workers in responding to client inquiries or processing work, when needed
• Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance.
• Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
• Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
• Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

• Demonstrates effective presentation skills through both verbal and written communications.
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
• Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.

EDUCATION & EXPERIENCE:

• Obtain and maintain a 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).
• 3+ years of experience in a Commercial Account Manager role.

OTHER:

• Fast paced, multi-tasking environment.
• Travel as required.

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.