Associate Client Manager, Commercial Risk - Construction Practice

The Baldwin Group • Branchburg Township, NJ

1d

About The Position

The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.

Requirements

• Demonstrates effective presentation skills through verbal and written communications.
• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a team environment.
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.
• A Bachelor’s degree is preferred.
• At least 2-5 years’ relevant experience.
• Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Responsibilities

• Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services.
• Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague.
• Responsible for the collaboration, communication, and execution of service to ensure service standards are met.
• Oversight of system data entry and processing.
• Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues.
• Complete special projects as assigned.
• Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.
• Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors.
• Assist colleagues as requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level