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Client Manager, Employee Benefits - Insurance Advisory Solutions Group

Baldwin Risk Partners • Remote • Posted 5 days ago

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Remote • Full-time • Mid Level

Job Highlights

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The Client Manager, Employee Benefits at Baldwin Risk Partners is responsible for managing day-to-day activities of client accounts, including policy review, contract reviews, and renewal documents. This role involves developing professional relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. The manager will also assist in establishing and maintaining appropriate carrier relationships, manage client inquiries, and stay informed on regulatory changes.

Responsibilities

  • Manage day-to-day activities of client accounts including policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
  • Responsible for assisting in establishing and maintaining appropriate carrier relationships
  • Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
  • Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
  • Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
  • Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
  • Stay informed on regulatory changes
  • Completes special projects as assigned
  • Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership
  • Serves as a mentor to colleagues as requested

Qualifications

Required

  • At least 4 years of related insurance experience, or associated industry experience
  • Bachelor's degree preferred
  • Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment)

Preferred

  • 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
  • Must have strong Excel skills, ability to create and manage large spreadsheets of data
  • Ability to analyze complex risk exposures, existing insurance coverages, 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

Full Job Description

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.

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:
  • Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
  • Responsible for assisting in establishing and maintaining appropriate carrier relationships
  • Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
  • Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
  • Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
  • Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
  • Stay informed on regulatory changes
  • Completes special projects as assigned
  • Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership
  • Serves as a mentor to colleagues as requested

KNOWLEDGE, SKILLS & ABILITIES:
  • 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
  • Must have strong Excel skills, ability to create and manage large spreadsheets of data
  • Ability to analyze complex risk exposures, existing insurance coverages, 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

EDUCATION & EXPERIENCE:
  • At least 4 years' of related insurance experience, or associated industry experience
  • Bachelor's degree preferred
  • Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain al required licenses within the first 90 days of employment)

OTHER:
  • Fast paced multi-tasking environment
  • Must be willing to report onsite during the initial training period of 30 days and 2-3x per month thereafter.

EEOC STATEMENT:
  • The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Additional Job Description

IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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