Sr. Client Manager, Commercial Risk

The Baldwin Group

1d • Hybrid

About The Position

The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

POSITION SUMMARY:
The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

Requirements

• 10 years’ experience and demonstrated proficiency in Commercial Account Management required
• 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 required
• 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.
• Demonstrates effective presentation skills through verbal and written communications.
• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

Nice To Haves

• Bachelor’s degree and working towards a professional insurance designation preferred
• 10+ years’ experience and demonstrated proficiency in Commercial Account Management preferred
• 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 preferred

Responsibilities

• Assists in establishing and maintaining appropriate commercial carrier relationships.
• Performs marketing activities for large accounts as assigned.
• Prepares risk maps or peer reviewing 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
• Education Level: No Education Listed