Licensed Account Manager - Commercial Lines

Baldwin Group Colleague, Inc.; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote workstyle

Monthly bonus eligibility

Complete health benefits package

401k with company matching

Job summary

The Baldwin Group, an award-winning insurance brokerage, seeks an Account Manager to act as a technical resource and relationship manager for Commercial Line clients across the U.S. You will work with Account Analysts, Account Consultants, Risk Advisors and insurer partners to deliver prompt, high-quality client service for designated accounts.

Responsibilities include renewals and risk management, carrier relations, and coordinating underwriting submissions while maintaining system records and

Qualifications

• At least 2 years of related insurance experience or associated industry experience.
• Current 2-20 state insurance license or other state license(s) as required.
• Bachelor's degree preferred; CIC certification preferred.
• Ability to forge relationships with key insurance markets and carrier representatives.
• Strong technical knowledge of general insurance market conditions and underwriting appetites.
• Ability to analyze complex risk exposures and develop recommendations for clients and prospects.

Responsibilities

• Gather risk information and provide management recommendations for policy renewals and deliver renewals/binders as needed.
• Assist in managing policy activity and refer tasks to Account Analysts.
• Review accounts to identify additional lines of insurance and provide proposals prior to renewal.
• Determine acceptability and placement, complete applications and processing for renewals.
• Present renewal risks to the insurance marketplace for quoting.
• Handle complex contract requirements and client service needs beyond Analyst capabilities.
• Cultivate relationships with Insurance Company Partners and know carrier requirements.
• Document all client and carrier correspondence to keep stakeholders informed.
• Maintain timeliness and completeness to minimize errors and omissions claims.
• Identify opportunities to improve the firm, business segment and processes.
• Raise issues to leadership when needed.

Skills

Relationship building

Analytical thinking

Insurance knowledge

Communication

Education

Bachelor's degree preferred

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. Summary: The Account Manager serves as a technical resource and relationship manager for Commercial Line clients. Account Managers work closely with Account Analysts, Account Consultants, Risk Advisors and insurance company partners while providing prompt, efficient and high-quality client service for designated accounts.

Principal Responsibilities:

• Responsible for gathering the information and risk management recommendations for policy renewals and for delivering renewals and/or binders as needed.
• Assists in managing policy activity of assigned accounts and referring analyst-level tasks to Account Analysts for processing.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and provides proposals for these coverages prior to renewal.
• Determines acceptability and placement, completes applications and processing of assigned renewal accounts.
• Presents renewal risks to the insurance marketplace for quoting.
• Handles complex contract requirements and/or client service needs when they exceed Account Analyst capabilities.
• Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.
• Keep management system current, documenting all client and carrier correspondence in accordance with established procedures so that all account stakeholders can access current status and history of accounts.
• 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.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to appropriate leadership.

Education, Experience, Skills and Abilities Requirements:

• At least 2 years of related insurance experience, or associated industry experience
• Current 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.
• Bachelor's degree preferred.
• CIC certification preferred.
• 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.

Perks of Working at The Baldwin Group:

• Remote workstyle
• Monthly bonus eligibility
• Complete health benefits package
• 401k with company matching

#LI-SL1 #IND1

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.

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 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.