Client Manager, Commercial Risk - Insurance Advisory Solutions

Baldwin Group Colleague, Inc.; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group is seeking a Commercial Account Manager to join the Commercial Lines team in the United States. You will develop professional relationships with clients, carriers, and agency personnel to maintain accounts, promote service quality, and support risk management initiatives.

Responsibilities include maintaining client files, processing invoices and premium allocations, reviewing contracts for certificates, preparing renewal documents, coordinating with claims, and assisting with

Qualifications

• Demonstrates strong verbal and written communication.
• 3+ years of experience in a Commercial Account Manager role.
• Obtain and maintain state insurance license(s) within required timelines.

Responsibilities

• Maintain client files accurately in the agency management system.
• Prepare renewal documents and review contracts for certificates.
• Invoicing, premium allocation, and other related accounting tasks.
• Monitor and communicate claims information; assist insured with coverage guidance.
• Engage with clients, carriers, and agency teammates to drive service quality.
• Attend client meetings with Advisors or Directors Risk Management when requested.
• Identify new business opportunities and support marketing and negotiations.

Skills

Communication skills

Presentation skills

Microsoft Office

Insurance knowledge

Education

State insurance license

Tools

Microsoft Office

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.

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.