Client Manager, Commercial Risk - IAS, Southwest
Baldwin Group Colleague, Inc.
The Baldwin Group is an award-winning insurance brokerage firm delivering Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies throughout the U.S. and abroad. Responsibilities Manage day-to-day activities of client accounts including policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Assist in establishing and maintaining appropriate carrier relationships. Maintain client files in AMS accurately and consistently; provide proper documentation and communication in accordance with company workflows, procedures, and best practices. Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Know the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources. Coordinate service delivery for assigned accounts, including developing initial placement/renewal strategy. Stay informed on regulatory changes. Complete special projects as assigned. Continuously seek opportunities to improve the firm, business segment, and processes. Bring issues and discrepancies to appropriate leadership. Serve as a mentor to colleagues as requested. Knowledge, Skills & Abilities Ability to forge relationships with key insurance markets and carrier representatives. Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Strong Excel skills; ability to create and manage large spreadsheets of data. Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects. Ability to work as part of a team of professionals and build relationships with other firm business segments. Education & Experience At least 4 years of related insurance experience, or associated industry experience. Bachelor's degree preferred. 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 within the states where the firm operates (or be willing and able to obtain all required licenses within the first 90 days of employment). 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. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #J-18808-Ljbffr Baldwin Group Colleague, Inc.
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