Associate Client Manager, Surety - Insurance Advisory Solutions, SW Region

The Baldwin Group • Rockwall, TX

1d

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 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. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

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: Mid Level
• Number of Employees: 1,001-5,000 employees