Commercial Insurance Relationship Leader

Baldwin Group Colleague, Inc.; Atlanta (GA); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

The Baldwin Group, an award-winning insurance brokerage, seeks a Client Relationship Manager (CRM) to liaison between clients and carriers, manage commercial programs, renewals, and service inquiries. You will ensure policy compliance, analyze coverage, and guide clients toward the Peace of Mind experience with strong cross-functional collaboration.

Ideal candidates bring 2–4+ years in commercial insurance, a P&C license, and exceptional communication, with hands-on experience in agency

Qualifikationen

• Bachelor's degree in business, insurance, finance, or related field.
• Current state license required (Property & Casualty).
• 2–4+ years of commercial insurance and account management experience.
• Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
• Foundational understanding of commercial insurance processes and renewal workflows, including coverage structures and program types.
• Experience coordinating with offshore teams or third-party partners is preferred.

Aufgaben

• Build and maintain strong client relationships as the primary contact, communicating expectations, updates, and recommendations.
• Lead the renewal process by preparing, analyzing, and presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
• Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
• Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
• Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity for timely, accurate service delivery.
• Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
• Partner with Client Success Specialists and internal teams to clarify data needs, monitor progress, and maintain high-quality workflows.
• Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate renewal meetings.
• Maintain high standards of accuracy, timeliness, and completeness in all interactions.
• Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Kenntnisse

Strategic Execution

Client Advisory

Quality Assurance

Systems Agility

Planning & Prioritization

Earns Trust

Peer Relationships

Client Focus

Ausbildung

Bachelor's degree in business, insurance, finance or related field

P&C license (Current state license)

Tools

Applied Epic

Microsoft Excel

Digital workflow tools

Jobbeschreibung

The Baldwin Group, an award-winning insurance brokerage, seeks a Client Relationship Manager (CRM) to liaison between clients and carriers, manage commercial programs, renewals, and service inquiries. You will ensure policy compliance, analyze coverage, and guide clients toward the Peace of Mind experience with strong cross-functional collaboration.

Ideal candidates bring 2–4+ years in commercial insurance, a P&C license, and exceptional communication, with hands-on experience in agency