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

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

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.

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.