Relationship Manager - Personal Lines

Relationship Manager

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 has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.

Principal Responsibilities:

• 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.
• Reviews client exposures, underwriting memos loss experience along with current coverages and advises and counsels on complex risk exposures.
• Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims.
• Creates and presents private risk management renewal proposals to existing clients and conducts annual interactive reviews, when needed.
• Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection.
• Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes.
• 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.
• Demonstrates strong organizational skills with high attention to detail.
• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Knowledge, Skills and Abilities:

• Current P&C License, 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 their first 90 days of employment.
• College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc.
• Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge.
• Strong experience working with high net worth clients is a plus.
• Strong time management skills and multi-tasking ability.
• Takes initiative and can function independently without much oversight.
• Strong presentation skills, both verbal and written communications.
• Intermediate to advanced knowledge of Microsoft Word and Excel.
• Ability to learn appropriate insurance company and firm software systems, including Sagitta, ImageRight, and AppliedRater(SEMCAT).
• Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.

Special Working Conditions:

• Fast-paced multi-tasking environment.
• Some travel may be required.
• Driving

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 firm.