Associate Client Manager, Surety - Insurance Advisory Solutions, West

The Baldwin Group • Tustin, CA

1d • $78,000

About The Position

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. 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. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. 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. Position Summary: 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

• Ability to forge relationships with key insurance markets and carrier representatives
• Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
• Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
• Ability to work as part of a team of professionals and build relationships with other Firm business segments
• Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture
• At least 3-5 years of related insurance experience, or associated industry experience
• Obtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).

Nice To Haves

• Bachelor’s degree preferred

Responsibilities

• Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
• Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing.
• Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims.
• Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies.
• Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to appropriate leadership.

What This Job Offers

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