Client Manager, Crmg - Insurance Advisory Solutions, Southwest Region

The Baldwin Group

Southwest Region, United States
On-site
Manage day-to-day client account activities
Maintain client files accurately
Resolve client inquiries and issues
The Baldwin Group is seeking a Client Manager for its Insurance Advisory Solutions in the Southwest Region. The role involves managing client accounts, fostering relationships with insurance partners, and ensuring high-quality service delivery while upholding the company's commitment to tailored risk management solutions

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.
  • The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.

Matching Summary

Match Score: 85

The Baldwin Group is seeking a Client Manager for its Insurance Advisory Solutions in the Southwest Region. The role involves managing client accounts, fostering relationships with insurance partners, and ensuring high-quality service delivery while upholding the company's commitment to tailored risk management solutions.

Skills & Requirements

Must-have

  • Manage day-to-day client account activities
  • Maintain client files accurately
  • Resolve client inquiries and issues
  • Develop professional working relationships
  • Strong Excel skills for data management

Nice-to-have

  • Holistic and tailored approach to insurance
  • Invaluable expansion of client business
  • Contribute to firm and process improvement
  • Mentor colleagues as requested

Key Requirements

  • At least 4 years of related insurance experience
  • Bachelor's degree preferred
  • Obtain and maintain state insurance license(s)

Work Rights

Not specified

Tailored Resume

Cover Letter