Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-atlantic Region

The Baldwin Group

Mid-atlantic Region, US
Base: $85,000 + annually; bonus/equity: negotiable...
On-site
Commercial insurance and risk management
Client file maintenance
Professional business correspondence
The Baldwin Group is seeking a Client Manager for its Commercial Risk Insurance Advisory Solutions in the Mid-Atlantic Region. The role involves maintaining client relationships, managing accounts, and providing risk management consulting, with a focus on collaboration and effective communication

Job Summary

  • The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.
  • Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
  • Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.

Matching Summary

Match Score: 85

The Baldwin Group is seeking a Client Manager for its Commercial Risk Insurance Advisory Solutions in the Mid-Atlantic Region. The role involves maintaining client relationships, managing accounts, and providing risk management consulting, with a focus on collaboration and effective communication.

Salary

Base: $85,000+ annually; Bonus/Equity: Negotiable; Benefits: Not specified

Skills & Requirements

Must-have

  • Commercial insurance and risk management
  • Client file maintenance
  • Professional business correspondence
  • Claims monitoring and communication
  • Client account management
  • Relationship building with insurers

Nice-to-have

  • Holistic and tailored approach
  • Positive working environment
  • Opportunities for firm improvement

Key Requirements

  • 3+ years of experience in a Commercial Account Manager role
  • Obtain and maintain a state insurance license(s)
  • Intermediate to advanced knowledge of Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter