Sr Client Manager, Commercial Risk [Financial Institutions] - Innovation Practice

The Baldwin Group

11d • Remote

About The Position

The Sr. Client Manager assists in coordinating carrier relationships on behalf of the company and leads service teams on assigned large accounts. The role includes coordinating key services and developing initial placement and renewal strategies. The position operates in a fast-paced, multi-tasking environment, and some travel may be required. This position description outlines the role's expected level of work; other duties may be assigned as organizational needs arise. Requirements may be subject to reasonable accommodation for medical or religious reasons.

Requirements

• At least five years of experience and demonstrated proficiency in Account Management.
• 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.
• Excellent client service and problem-solving skills.
• Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook, and ability to learn other appropriate insurance company and firm software programs.
• Effective presentation skills through verbal and written communications.
• Demonstrates the organization's core values and behavior aligned with its corporate culture.
• Maintains required state insurance licenses or is willing and able to obtain all required licenses within the first 90 days of employment.

Nice To Haves

• A bachelor's degree is preferred.
• Has or is working toward a professional insurance designation.

Responsibilities

• Perform all Account Manager responsibilities.
• Assist in establishing and maintaining appropriate carrier relationships.
• Perform marketing activities for assigned large accounts.
• Prepare risk maps or peer review risk maps for assigned accounts.
• Coordinate service delivery, including developing initial placement and renewal strategies.
• Complete special projects.
• Identify opportunities to improve the firm, business segment, and processes; bring issues and discrepancies to appropriate leadership.
• Mentor new colleagues when requested.
• Maintain required State Department of Insurance licenses to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or obtain all required licenses within the first 90 days of employment.

What This Job Offers

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