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

Baldwin Group Colleague; United States; On-site; USD 85,000 - 110,000; Full time

Job summary

The Baldwin Group seeks an experienced Account Manager to manage large client accounts and build strong carrier relationships. You will coordinate service delivery, help develop placement and renewal strategies, and mentor new colleagues as needed.

The role requires five years of account management experience in insurance, a Bachelor's degree preferred, and active state licenses or willingness to obtain them within 90 days. Strong presentation and client service skills are essential.

Qualifications

• Five years of account management experience.
• Bachelor’s degree preferred and professional designation encouraged.
• Licenses required by the State Department of Insurance or intent to obtain within first 90 days.
• Strong presentation and written communication skills.
• Demonstrates core values aligned with the organization.

Responsibilities

• Establish and maintain carrier relationships.
• Market large accounts as assigned.
• Prepare risk maps for assigned accounts.
• Coordinate service delivery including placement/renewal strategy.
• Complete special projects and improve processes.
• Mentor new colleagues as requested.

Skills

Insurance market knowledge

Risk analysis

Client service

Problem solving

Education

Bachelor’s degree preferred

Professional insurance designation

State insurance license or willingness to obtain within 90 days

Tools

Microsoft Word

Excel

PowerPoint

Outlook

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.

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.