Associate Client Manager, Small Business Unit - Innovation Practice

The Baldwin Group

3d • Remote

About The Position

The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners, and prospects while providing prompt, efficient, high-quality service for designated accounts. The position supports renewals, policy activity, coverage requests, and client risk-management needs. It also builds relationships with insurance markets and carrier representatives and identifies opportunities to improve the firm, business segment, and processes.

This role operates in a fast-paced, multitasking environment. Other duties may be assigned as organizational needs arise. A bachelor’s degree is preferred, and the employee must hold required state insurance licenses or be willing and able to obtain them within the first 90 days of employment.

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 and existing insurance coverage 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.
• Demonstrate the Firm’s behavioral tenets and behavior aligned with its corporate culture.
• At least 3–5 years of related insurance experience or associated industry experience.
• Obtain and maintain a Property and Casualty state insurance license or other state insurance license(s) required by the State Department of Insurance to provide risk-management consulting or risk-transfer solutions in states where the firm operates, 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

• Gather information and develop risk-management recommendations for renewals; deliver renewals and/or binders as needed.
• Assist in managing all policy activity for assigned accounts, including endorsements and invoicing.
• Maintain timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential errors and omissions claims.
• Respond to phone calls and office visitors requesting quotes, changes to existing coverage, and/or new policies; determine acceptability and placement, complete applications or endorsements, and collect premiums when applicable.
• Review existing accounts to identify additional lines of insurance to solicit, and pursue them by mail and/or phone before renewal.
• Cultivate strong relationships with Insurance Company Partners and maintain knowledge of carrier requirements and attributes.
• Identify opportunities to improve the firm, business segment, and processes; bring issues and discrepancies to appropriate leadership.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed