Surety Client Manager - Construction Practice

Position Overview

• Location Type: Not specified
• Employment Type: Full Time
• Company: The Baldwin Group (NASDAQ: BWIN)

Company 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 takes a holistic and tailored approach to insurance and risk management.

Position Summary

The mission is to be an integral part of the Surety Team within our Construction Practice/Insurance Advisory Solutions group and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

Primary Responsibilities

• Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Compose professional business correspondence via letter, email, and/or other means.
• Perform accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
• Monitor claims as outlined by agency procedures.
• Communicate claims information to others in the agency and maintain up-to-date claims information in the system.
• Provide guidance and assistance to the insured in coordination with claims.
• Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
• Attend client meetings with the Advisor or Director Risk Management, when requested.
• Assist co-workers in responding to client inquiries or processing work, when needed.
• Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
• Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
• Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
• Actively seeks out referrals from the current client base to solicit for new business prospects; follow up.

Requirements

• Not specified

Application Instructions

• Not specified

Salary

• Not specified