Client Manager, Commercial Risk - Ias, Southwest

The Baldwin Group

Houston, United States
On-site
Manage client accounts
Develop carrier relationships
Maintain client files accurately
The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients

Job Summary

  • The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients.
  • 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.
  • Continually seeks opportunities to improve the firm, business segment and processes.

Matching Summary

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients.

Skills & Requirements

Must-have

  • Manage client accounts
  • Develop carrier relationships
  • Maintain client files accurately
  • Resolve client issues
  • Analyze complex risk exposures
  • Strong Excel skills

Nice-to-have

  • Holistic and tailored approach
  • Invaluable expansion of their business
  • Mentor to colleagues

Key Requirements

  • At least 4 years' of related insurance experience
  • Bachelor's degree preferred
  • State insurance license(s)

Work Rights

Not specified

Tailored Resume

Cover Letter