Strategic Commercial Client Manager

Baldwin Group Colleague; USA; Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Baldwin Group Colleague is seeking a Commercial Account Manager to partner with Advisors, Directors Risk Management, and Client Service Specialists to deliver high service levels to commercial clients.

The role involves maintaining client files, preparing renewal documents, and coordinating with insurance carriers to negotiate and place coverage. Travel is required in a fast-paced environment, with a focus on accurate documentation and proactive client communication.

Qualifikationen

• Demonstrates effective presentation skills through verbal and written communication.
• State insurance license requirement or willingness to obtain within 90 days.
• 3+ years of experience in a Commercial Account Manager role.
• Ability to learn insurance company and firm software programs.

Aufgaben

• Maintain client files in the agency system with accurate documentation and communications per workflows.
• Compose professional business correspondence via letter or email.
• Perform accounting tasks including invoicing and premium allocation as needed.
• Monitor and coordinate claims information with the insured and agency team.
• Interact with clients and colleagues to support service goals and renewals.
• Attend client meetings with Advisors or Directors Risk Management when requested.
• Assist colleagues with client inquiries and processing work.
• Manage day-to-day client accounts including policy reviews, changes, certificates, renewals, and marketing.

Kenntnisse

Presentation skills

Ausbildung

State insurance license requirement or willingness to obtain within 90 days

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Agency management software

Jobbeschreibung

Baldwin Group Colleague is seeking a Commercial Account Manager to partner with Advisors, Directors Risk Management, and Client Service Specialists to deliver high service levels to commercial clients.

The role involves maintaining client files, preparing renewal documents, and coordinating with insurance carriers to negotiate and place coverage. Travel is required in a fast-paced environment, with a focus on accurate documentation and proactive client communication.