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Client Manager, Commercial Risk – Insurance Advisory Solutions
The Baldwin GroupClient Manager for Commercial Risk managing accounts and providing support in an insurance brokerage firm. Engaging with clients and insurance companies to maintain a positive working environment.
About the role
Key responsibilities & impact- Maintain client files in Agency Management System accurately and consistently
- Compose professional business correspondence via letter, email, and/or other means
- Capable of performing 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 communications skills
- 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 policy review, changes and updates, and contract review for certificates processing.
Requirements
What you’ll need- Possess TX Property and Casualty License
- 3+ years of experience in a Commercial Account Manager role
- Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
- Demonstrates effective presentation skills through both verbal and written communications.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountinginvoicingpremium allocationclaims monitoringpolicy reviewcontract reviewcertificate processing
Soft Skills
communication skillspresentation skillsinterpersonal skillsteam collaboration
Certifications
TX Property and Casualty License