Sr. Client Manager, Energy - IAS, Southwest

Baldwin Group Colleague, Inc.; Houston (TX); Hybrid; USD 90,000 - 150,000; Full time

Job summary

The Baldwin Group is an award-winning insurance brokerage firm delivering tailored Commercial Insurance and Risk Management, Private Insurance and Benefit Administration, and Employee Benefits across the U.S. and abroad.

The Sr. Client Manager, Commercial Risk coordinates carrier relationships, leads the service team on large accounts, and develops initial placement/renewal strategies to best meet client needs.

Qualifications

• Bachelor's degree preferred; professional designation pursued
• 10+ years' experience in Commercial Account Management required; 10+ years preferred
• Licenses: maintain required licenses or obtain within 90 days of employment

Responsibilities

• Establish and maintain commercial carrier relationships
• Marketing activities for large accounts as assigned
• Prepare risk maps or peer reviews for assigned accounts
• Coordinate service delivery including initial placement/renewal strategy
• Complete special projects and process improvements
• Mentor new colleagues when requested

Skills

Risk analysis

Client service

Presentation skills

Team collaboration

Culture alignment

MS Office

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

Position Summary

The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

Primary Responsibilities

• Assists in establishing and maintaining appropriate commercial 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.

Education and Experience Requirements

• Education: None required; Bachelors' degree and working towards a professional insurance designation preferred
• Experience (years and type of experience): 10 years' experience and demonstrated proficiency in Commercial Account Management required; 10+ years' experience and demonstrated proficiency in Commercial Account Management preferred
• Certification(s): None required; None preferred
• 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;
• 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 preferred;

Knowledge, Skills, and Abilities Required

• 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.
• Demonstrates effective presentation skills through verbal and written communications.
• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

Technical, Computer, and System-Specific Skills Required

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

Other Requirements

None

Special Working Conditions

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 accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC Statement

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Primary Responsibilities & Percentage Of Time Per Primary Responsibility

• Assists in establishing and maintaining appropriate commercial 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.

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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.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.