Senior Client Manager - Commercial Real Estate

The Baldwin Group • Boston, MA

5d

About The Position

The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. This role operates in a fast-paced, multi-tasking environment and may require some travel.

Requirements

• Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
• Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
• Exhibits excellent client service and problem-solving skills.
• Possesses 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.
• Must possess at least five years’ experience and demonstrated proficiency in Account Management.
• Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
• Demonstrates effective presentation skills through verbal and written communications.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Nice To Haves

• A Bachelor’s degree is preferred.
• Either has, or is working towards, a professional insurance designation.

Responsibilities

• Performs all Account Manager responsibilities.
• Assists in establishing and maintaining appropriate carrier relationships.
• Performs marketing activities for large accounts as assigned.
• Prepares risk maps or peer reviews risk maps for assigned accounts.
• Coordinates service delivery including developing initial placement/renewal strategy.
• Completes special projects.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to appropriate leadership.
• When requested, serves as a mentor to new colleagues.

What This Job Offers

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