The Baldwin Group
Client Manager, Commercial Risk - IAS Mid-Atlantic
The Baldwin Group, Bethesda, Maryland, us, 20811
Client Manager, Commercial Risk - IAS Mid-Atlantic
Join to apply for the
Client Manager, Commercial Risk - IAS Mid-Atlantic
role at
The Baldwin Group
The Baldwin Group is an award‑winning entrepreneur‑led 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 nationwide and abroad. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.
Main 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 communication 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, reviewing leases, and financial statements related to the client’s insurance.
Assist client inquiries via telephone and email, relaying information and following up for timely service to the insured.
Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
Actively seek out referrals from the current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system.
Cultivate strong relationships with insurance company partners and be responsible for knowing carrier requirements and attributes.
Look for opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to the attention of appropriate leadership.
Knowledge, Skills & Abilities
Demonstrates effective presentation skills through both verbal and written communications.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.
Education & Experience
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (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.
Other
Fast paced, multi‑tasking environment.
Travel as required.
Important Notice
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
The starting pay is $75,000+ annually. Salary is negotiable upon time of hire.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our 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.
#J-18808-Ljbffr
Client Manager, Commercial Risk - IAS Mid-Atlantic
role at
The Baldwin Group
The Baldwin Group is an award‑winning entrepreneur‑led 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 nationwide and abroad. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.
Main 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 communication 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, reviewing leases, and financial statements related to the client’s insurance.
Assist client inquiries via telephone and email, relaying information and following up for timely service to the insured.
Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
Actively seek out referrals from the current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system.
Cultivate strong relationships with insurance company partners and be responsible for knowing carrier requirements and attributes.
Look for opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to the attention of appropriate leadership.
Knowledge, Skills & Abilities
Demonstrates effective presentation skills through both verbal and written communications.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.
Education & Experience
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (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.
Other
Fast paced, multi‑tasking environment.
Travel as required.
Important Notice
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
The starting pay is $75,000+ annually. Salary is negotiable upon time of hire.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our 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.
#J-18808-Ljbffr