Sr. Client Manager, Surety - Construction Practice

The Baldwin Group

2d

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. Position Summary: 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 within the Surety Group in our Construction Practice.

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
• Adept with collaboration abilities both internally and externally
• 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.
• Prior experience lending to Construction Risk Management (Surety) is a mandatory requirement for this position
• Must possess at least 5+ 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 required.
• 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, and either has, or is working towards, a professional insurance designation.

Responsibilities

• Widely responsible for assisting in establishing and maintaining appropriate carrier relationships.
• Performs marketing activities for large accounts as assigned within our Construction Practice.
• 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: Mid Level