Sr Client Manager, Commercial Risk [Financial Institutions] - Innovation Practice

Founder Shield; United States; Remote; USD 110,000 - 150,000; Full time

Job summary

Foundershield LLC in the United States is seeking a Sr Client Manager to lead the service team for large commercial risk accounts within the Innovation Practice. The role involves coordinating carrier relationships and developing initial placement/renewal strategies, with mentorship for new colleagues.

You will leverage strong insurance market knowledge, risk analysis, and client-service skills to deliver tailored solutions and strategic risk transfer recommendations.

Qualifications

• A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation.
• Must possess at least five years’ experience and demonstrated proficiency in Account Management.
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
• Demonstrates effective presentation skills through verbal and written communications.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

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

Account management

Insurance market knowledge

Risk analysis

Client service

Presentation skills

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Sr Client Manager, Commercial Risk [Financial Institutions] - Innovation PracticeWe use cookies to optimize our website and our service.Privacy Statement# The Baldwin Group## Sr Client Manager, Commercial Risk [Financial Institutions] - Innovation PracticeApply: Remote US: Full time: Posted Yesterday: JR110417The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY 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. KNOWLEDGE, SKILLS & ABILITIES:* 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. EDUCATION & EXPERIENCE:* A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation.* Must possess at least five years’ experience and demonstrated proficiency in Account Management.* License(s): Maintains all licenses as required by the State* Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required* Demonstrates effective presentation skills through verbal and written communications.* Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.OTHER:* Fast paced multi-tasking environment* Some travel may be required. #LI-JL1#LI-REMOTEIMPORTANT 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.Click here for some insight into our culture!The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.