Associate Client Manager, Small Business Unit - Founder Shield
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About The Position
Founder Shield, powered by The Baldwin Group, is a risk management partner for rapidly evolving, high-growth companies, as well as for small businesses. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We're a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client's culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future. The Associate Client Manager will manage small business renewal accounts from start to finish. The role requires logging client data, evaluating insurance needs, and helping create effective risk management solutions designed to meet clients' financial goals. This includes the broking/quoting for renewals, prioritizing client retention and communication, as well as the operational tasks required to complete binding and policy management. The Associate Client Manager on the Baldwin Small Business team will be responsible for all marketing, client communication, binding coverage, endorsements, and policy data logging for accounts with $5,000 -$10,000 in revenue. The goal is to satisfy the needs of these smaller clients and retain them year over year.
