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The Baldwin Group · 2 weeks ago

Associate Client Manager, Surety - Insurance Advisory Solutions, West

Tustin, California, US

Full-time

Hybrid

Mid Level

$70K/yr - $85K/yr

4+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. They are seeking an Associate Client Manager to manage client accounts, maintain relationships with insurance companies, and ensure a high level of service delivery to clients.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Qualification

Insurance market knowledgeExcel proficiencyRisk analysisClient relationship managementInsurance licensingTeam collaborationMentoring

Required

At least 4 years' of related insurance experience, or associated industry experience

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)

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

Preferred

Bachelor's degree preferred

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees