Client Manager, Commercial Risk
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Rockwall • Texas • United States
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About the role
- Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
- Responsible for assisting in establishing and maintaining appropriate carrier relationships
- Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all 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.
- Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
- Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
- Stay informed on regulatory changes
- Completes special projects as assigned
- Continually seeks opportunities to improve the firm, business segment and processes.
- Bring issues and discrepancies to appropriate leadership
- Serves as a mentor to colleagues as requested
Requirements
- 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 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)
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
policy reviewcontract reviewinsurance marketingfinancial statementsservice delivery coordinationrisk management consultingrisk transfer solutionsregulatory compliancedocumentation managementclient account management
Soft Skills
communicationproblem-solvingmentorshiporganizational skillsleadershipclient relationship managementteam collaborationattention to detailadaptabilityinitiative
Certifications
state insurance license