Remote Commercial Risk Client Manager - Insurance Advisory

The Baldwin Group; United States; Remoto; USD 70.000 - 115.000; Tempo pieno

Descrizione del lavoro

The Baldwin Group is hiring a Client Manager for its Commercial Risk Insurance Advisory Solutions. The role focuses on maintaining client files, coordinating with advisors, and managing renewal documents to support commercial clients.

As part of the team, you will participate in client meetings, assist with inquiries, and help market and negotiate insurance programs while building strong carrier relationships across the agency.

Competenze

• Proven ability to maintain client files and communicate professionally.
• Strong written and verbal communication with clients and internal teams.
• Licensure in insurance preferred or willing to obtain within first 90 days.

Mansioni

• Maintain client files in the agency system with accurate documentation.
• Compose professional correspondence via letter or email.
• Handle invoicing, premium allocation, and related accounting tasks.

Conoscenze

Presentation skills

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Communication skills

Client relationship management

Formazione

State insurance license(s) preferred or able to obtain within 90 days

Strumenti

Agency Management System

CRM software

Descrizione del lavoro

The Baldwin Group is hiring a Client Manager for its Commercial Risk Insurance Advisory Solutions. The role focuses on maintaining client files, coordinating with advisors, and managing renewal documents to support commercial clients.

As part of the team, you will participate in client meetings, assist with inquiries, and help market and negotiate insurance programs while building strong carrier relationships across the agency.