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 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.
PRIMARY RESPONSIBILITIES:
Performs all Account Manager responsibilities as well as:
Assists in establishing and maintaining appropriate 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.
KNOWLEDGE, SKILLS & ABILITIES:
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.
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.
EDUCATION & EXPERIENCE:
A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation.
Must possess at least five years’ experience and demonstrated proficiency in Account Management.
License(s): 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.
OTHER:
Fast paced multi-tasking environment
Some travel may be required.
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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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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℠.
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