The Baldwin Group is seeking a Relationship Manager for their Private Risk - Insurance Advisory Solutions team, focusing on delivering exceptional client service and risk management expertise in a remote capacity. The ideal candidate should have a Florida 2-20 License, relevant experience in personal insurance, and strong organizational skills
Job Summary
The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.
Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone.
Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed.
Matching Summary
Match Score: 85
The Baldwin Group is seeking a Relationship Manager for their Private Risk - Insurance Advisory Solutions team, focusing on delivering exceptional client service and risk management expertise in a remote capacity. The ideal candidate should have a Florida 2-20 License, relevant experience in personal insurance, and strong organizational skills.
Skills & Requirements
Must-have
proactive day-to-day client service
technical expertise in risk management
market placement specialist
strong relationships with insurance partners
Nice-to-have
holistic platform understanding
continuous industry offering updates
opportunities for firm improvement
Key Requirements
3+ years of experience in personal insurance
Current Florida 2-20 License (or state equivalent)