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Associate Client Manager – Surety
The Baldwin GroupAssociate Client Manager supporting surety insurance accounts at The Baldwin Group, an insurance brokerage and risk management firm. Managing renewals, policy activity, client service, and carrier relationships.
Posted 8/31/2026full-timeTustin • California • 🇺🇸 United StatesJuniorMid-Level💰 $68,000 - $72,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong technical knowledge of general insurance market conditions and the ability to analyze complex risk exposures while providing high-quality service to clients. Capable of building relationships with insurance markets and carrier representatives, ensuring effective risk management consulting.
Highest-signal resume keywords
Insurance Market KnowledgeRisk AnalysisClient Relationship Management2-20 State Insurance LicenseTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk ManagementPolicy ManagementUnderwriting KnowledgeInsurance Coverage AnalysisEndorsement Processing
Soft Skills
Relationship BuildingCommunicationProblem SolvingAttention to Detail
Certifications & Qualifications
2-20 State Insurance License
Industry Keywords
Insurance IndustryRisk Transfer SolutionsInsurance Company PartnersInsurance Carrier UnderwritingClaims Management
About the role
Key responsibilities & impact- Gather information and risk management recommendations for renewals and deliver renewals and/or binders as needed
- Assist in managing all policy activity aspects of assigned accounts, including endorsements and invoicing
- Maintain timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential errors and omissions claims
- Receive phone calls and office visitors requesting quotes, changes to existing coverage, and/or new policies
- Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable
- Review existing accounts to determine whether additional lines of insurance should be solicited and solicit them by mail and/or phone prior to renewal
- Cultivate strong relationships with Insurance Company Partners and know carrier requirements and attributes
- Identify opportunities to improve the firm, business segment, and processes
- Bring issues and discrepancies to appropriate leadership
- Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects while providing prompt, efficient, high-quality service for designated accounts
Requirements
What you’ll need- 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
- 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
- Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture
- At least 3-5 years of related insurance experience, or associated industry experience
- Obtain and maintain a 2-20 state insurance license or other 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
- Bachelor's degree preferred
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account The Baldwin Group Website LinkedIn All Job Openings 1001 - 5000 employees 💼 Consulting 🏥 Healthcare ⚖️ Legal 💰 $170M Post IPO debt on 2023-10 Consulting
- Healthcare
- Legal The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals. Associate Client Manager – Surety 🔥 0 minutes ago 🏢🏡 Tustin – Hybrid 💵 $68k - $72k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🤝 Client Partner 👻 Ghost score 0% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Gather information and risk management recommendations for renewals and deliver renewals and/or binders as needed
- Assist in managing all policy activity aspects of assigned accounts, including endorsements and invoicing
- Maintain timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential errors and omissions claims
- Receive phone calls and office visitors requesting quotes, changes to existing coverage, and/or new policies
- Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable
- Review existing accounts to determine whether additional lines of insurance should be solicited and solicit them by mail and/or phone prior to renewal
- Cultivate strong relationships with Insurance Company Partners and know carrier requirements and attributes
- Identify opportunities to improve the firm, business segment, and processes
- Bring issues and discrepancies to appropriate leadership
- Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects while providing prompt, efficient, high-quality service for designated accounts 🎯 Requirements
- 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
- 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
- Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture
- At least 3-5 years of related insurance experience, or associated industry experience
- Obtain and maintain a 2-20 state insurance license or other 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
- Bachelor's degree preferred Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score View More Client Partner Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Remote jobs Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources About us Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs