Client Manager, Commercial Risk – Insurance Advisory Solutions
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Job Description
Remote US Commercial Risk Client Manager managing commercial insurance accounts, claims, renewals, and coverage advice. Supporting clients, advisors, and carrier partners for The Baldwin Group.
Responsibilities:
- Maintain client files accurately and consistently in the Agency Management System
- Compose professional business correspondence via letter, email, and other means
- Perform accounting and math-related functions, including invoicing and premium allocation
- Monitor claims, communicate claims information, and maintain up-to-date claims records
- Collaborate effectively with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies
- Attend client meetings with the Advisor or Director Risk Management when requested
- Assist co-workers with client inquiries and processing work
- Manage day-to-day client account activities, including policy review, changes and updates, contract review for certificate processing, renewal documents, marketing and negotiating insurance programs, surplus lines filings, lease reviews, and financial statement reviews
- Respond to client inquiries by telephone and email and follow up for timely service
- Counsel and advise clients on coverage and exposures, recommending and placing additional coverage as needed
- Seek referrals from current clients and generate new business prospects using prospect databases and automation systems
- Cultivate relationships with insurance carrier partners and maintain knowledge of carrier requirements and attributes
- Identify opportunities to improve the firm, business segment, and processes; escalate issues and discrepancies to appropriate leadership
Requirements:
- Obtain and maintain state insurance license(s) as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment
- 3+ years of experience in a Commercial Account Manager role
- Effective presentation skills through verbal and written communications
- Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
- Ability to learn appropriate insurance company and firm software programs
- Ability to demonstrate the firm's core values and behavior aligned with the corporate culture
- Ability to work in a fast-paced, multi-tasking environment
- Travel as required
Benefits:
- Remote work arrangement
- Full-time employment
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