Sr. Client Manager, Commercial Risk-PEO-Insurance Advisory Solutions

Position Overview

• Location Type: Hybrid
• Employment Type: Full-time
• Salary: Not specified

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 (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.

Requirements

• Bachelor’s degree preferred.
• At least five years’ experience in Account Management.
• Working towards or possesses a professional insurance designation.
• Maintains all licenses as required by the State Department of Insurance.
• Demonstrates effective presentation skills through verbal and written communications.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Responsibilities

• Performs all Account Manager responsibilities.
• 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

• Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
• Ability to analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
• Excellent client service and problem-solving skills.
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to learn any other appropriate insurance company and firm software programs.

Application Instructions

• Not specified.

Company Information

The Baldwin Group (NASDAQ: BWIN) is an award-winning entrepreneur-led and inspired insurance brokerage firm. It takes a holistic and tailored approach to insurance and risk management.

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IMPORTANT NOTICE: This position description is intended to provide a general overview of the responsibilities and qualifications for this position. It is not an exhaustive list and may be subject to change.