Client Manager, Employee Benefits-Insurance Advisory Solutions

Vibrant-USA; Tampa (FL); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player in insurance advisory solutions is seeking a Client Manager to enhance client relationships and manage accounts effectively. This role requires a blend of strong technical knowledge in insurance, excellent Excel skills, and the ability to analyze complex risk exposures. You will work closely with clients and insurance partners, ensuring high-quality service delivery while mentoring colleagues. Join a dynamic team focused on continuous improvement and client satisfaction, and make a significant impact in the insurance sector.

Qualifications

• 4+ years of insurance or related industry experience required.
• Bachelor's degree preferred; state insurance license required.

Responsibilities

• Manage client accounts, including policy reviews and contract changes.
• Develop relationships with insurance carriers and maintain client files.
• Coordinate service delivery and stay informed on regulatory changes.

Skills

Relationship Building

Technical Knowledge of Insurance

Excel Skills

Risk Analysis

Team Collaboration

Education

Bachelor's Degree

4+ Years of Insurance Experience

Tools

AMS (Agency Management System)

Job description

Client Manager, Employee Benefits-Insurance Advisory Solutions

Client Manager, Employee Benefits-Insurance Advisory Solutions

Apply locations: Tampa, Florida, US

Time type: Full time

Posted on: Posted 3 Days Ago

Job requisition id: JR107681

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 (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our 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:

1. Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
2. Responsible for assisting in establishing and maintaining appropriate carrier relationships.
3. Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
4. Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
5. Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
6. Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy.
7. Stay informed on regulatory changes.
8. Completes special projects as assigned.
9. Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.
10. Serves as a mentor to colleagues as requested.

KNOWLEDGE, SKILLS & ABILITIES:

1. Ability to forge relationships with key insurance markets and carrier representatives.
2. Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
3. Must have strong Excel skills, ability to create and manage large spreadsheets of data.
4. Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects.
5. Ability to work as part of a team of professionals and build relationships with other Firm business segments.

EDUCATION & EXPERIENCE:

1. At least 4 years' of related insurance experience, or associated industry experience.
2. Bachelor's degree preferred.
3. 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).

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 will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.