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 Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.
PRIMARY RESPONSIBILITIES:
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Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone.
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Reviews client exposures, loss experience along with current coverages and advices and counsels on complex risk exposures.
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Creates and presents private risk management renewal proposals to existing clients and conducts annual interactive reviews, when needed.
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Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection.
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Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes.
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Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
KNOWLEDGE, SKILLS & ABILITIES:
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Working knowledge of appropriate software preferred.
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Strong presentation skills, both verbal and written communications.
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Strong relationship building skills.
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Intermediate to advanced knowledge of, including agency management software.
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Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.
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Committed to the community through volunteer work.
EDUCATION & EXPERIENCE:
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Bachelor’s degree preferred and professional designations a plus, e.g. CPCU, CIC, etc.
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Holds appropriate Property and Casualty license.
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Strong insurance knowledge of high-net-worth insurance and 3 to 5 years of industry experience, including: insurance company contracts, proprietary insurer systems, agency management system, company guidelines, and claim knowledge.
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Strong personal insurance experience working with high-net-worth clients and prospects
Special Working Conditions:
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Fast-paced, multi-tasking environment.
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Must be able to interact effectively with various levels of management both inside and outside the organization.
IMPORTANT NOTICE:
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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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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Top Skills
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
