Senior Insurance Client Strategist

The Baldwin Group; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

The Baldwin Group in the United States seeks an experienced Account Manager to manage key client relationships and coordinate carrier partnerships. You will support placement strategies, market risks, and service delivery for large accounts.

The role requires five years in account management, strong presentation skills, and a bachelor’s degree with an insurance designation preferred. Occasional travel and mentorship of new staff may be involved.

Qualifications

• Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
• Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
• Exhibits excellent client service and problem-solving skills.
• Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

Responsibilities

• Performs all Account Manager responsibilities as well as:
• Assists in establishing and maintaining appropriate carrier relationships.
• Performs marketing activities for large accounts as assigned.
• Prepares risk maps or peer reviewing risk maps for assigned accounts.
• Coordinates service delivery including developing initial placement/renewal strategy.
• Completes special projects.
• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.
• When requested, serves as a mentor to new colleagues.

Skills

Insurance market knowledge

Risk analysis

Client service

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Learning insurance software

Education

Bachelor's degree preferred

Pursuing professional insurance designation

Five years' account management experience

State licenses or willingness to obtain within 90 days

Strong presentation skills (verbal & written)

Cultural fit with corporate values

Job description

The Baldwin Group in the United States seeks an experienced Account Manager to manage key client relationships and coordinate carrier partnerships. You will support placement strategies, market risks, and service delivery for large accounts.

The role requires five years in account management, strong presentation skills, and a bachelor’s degree with an insurance designation preferred. Occasional travel and mentorship of new staff may be involved.