Remote Client Manager - Commercial Insurance & Risk

The Baldwin Group; Northern (KY); Remote; USD 70,000 - 110,000; Full time

Job summary

The Baldwin Group is seeking a Client Manager for Commercial Risk Insurance Advisor Solutions. You will maintain client files, prepare renewal documents, and coordinate with insurance carriers to deliver high-level service to commercial clients.

Responsibilities include invoicing, premium allocations, claims coordination, and assisting with client inquiries. Travel may be required in a fast-paced team environment and the role emphasizes building strong client relationships.

Qualifications

• Proven client management experience in commercial insurance.
• Strong written and verbal communication skills.
• Ability to build and maintain relationships with clients and carriers.

Responsibilities

• Maintain client files with accurate documentation in the agency systems.
• Prepare renewal documents and loss/run-rate details for clients.
• Assist with invoicing, premium allocations and financial statements.
• Monitor claims and relay information to clients and internal teams.

Skills

Client management

Communication

Relationship building

Presentation skills

Team collaboration

Time management

Education

State insurance license

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

The Baldwin Group is seeking a Client Manager for Commercial Risk Insurance Advisor Solutions. You will maintain client files, prepare renewal documents, and coordinate with insurance carriers to deliver high-level service to commercial clients.

Responsibilities include invoicing, premium allocations, claims coordination, and assisting with client inquiries. Travel may be required in a fast-paced team environment and the role emphasizes building strong client relationships.