Relationship Manager, Private Risk - Insurance Advisory Solutions

Position Overview

• Location Type: [Not Specified]
• Employment Type: Full Time
• Salary: [Not Specified]

The Relationship Manager serves as the primary contact for clients, providing world-class client service, technical expertise, and proactive risk management.

Requirements

• Current Florida 2-20 License (or state equivalent): Required by the State Department of Insurance.
• College Degree: Preferred.
• Professional Designations: A plus (e.g., CPCU, CIC).
• Experience: 3+ years of experience in personal insurance, including:
  • Insurance company contracts and guidelines
  • Proprietary insurer systems
  • Claim knowledge

Responsibilities

• Client Service: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues (in person, via email, or by telephone).
• Exposure Review: Reviews client exposures, underwriting memos, and loss experience along with current coverages.
• Counseling: Advises and counsels on complex risk exposures.
• Inspection Review: Reviews inspection reports, accuracy on coverage potential loss prevention issues, and provides proactive direction to resolve claims.
• Proposal Creation: Creates and presents private risk management renewal proposals & agendas to existing clients and conducts annual interactive reviews, when needed.
• Platform Utilization: Understands, introduces, and leverages the holistic platform (including employee benefits, commercial insurance, and asset protection).
• Partner Relationships: Cultivates strong relationships with insurance company partners and is accountable for knowing insurer contracts, requirements, and attributes.
• Accuracy & Timeliness: Maintains a concern for accuracy, timeliness, and completion when interacting with clients, the firm, and insurance company partners to minimize potential for errors and omissions claims.
• Market Placement: Serves as a market placement specialist by often remarketing existing programs to ensure the firm keeps pace with clients’ needs.
• Industry Updates: Remains up to date on industry offerings and makes proactive recommendations to clients.
• Process Improvement: Demonstrates strong organizational skills with high attention to detail. Looks for opportunities to improve the firm, business segment, and processes.
• Issue Reporting: Brings issues and discrepancies to the attention of appropriate leadership.

Application Instructions

• Apply on Career Site: The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on their 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.
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Company Information

• Company Name: The Baldwin Group