Client Manager – Insurance Advisory Solutions
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 coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
- Completes special projects as assigned
Requirements
- At least 4 years' of related insurance experience
- Bachelor's degree preferred
- Obtain and maintain a state insurance license(s), as required by the State Department of Insurance
Benefits
- Health insurance
- Flexible working hours
- 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 reviewrenewal documents preparationinsurance program marketingfinancial statement analysisservice delivery coordinationplacement strategy development
Soft Skills
client managementcommunicationproblem-solvingrelationship managementorganizational skills
Certifications
state insurance license