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The Baldwin Group is a national advisory firm focused on risk management and insurance brokerage. Its services span commercial insurance, employee benefits, retirement consulting, private risk and wealth management, reinsurance, and managing general agent solutions. The firm works with businesses across industries and high-net-worth individuals, combining market insight with tailored strategies designed to protect assets and support long-term growth.
Remote Commercial Risk Client Manager at The Baldwin Group
The Baldwin Group is seeking a remote commercial insurance client manager to support US accounts. The role covers policy servicing, claims coordination, renewals, client coverage guidance, and new business referrals.
Description
- Keep client records and Agency Management System documentation accurate and up to date
- Prepare polished business communications through letters, email, and other channels
- Handle invoicing, premium allocation, and related accounting calculations
- Track claims, share claims updates, and support insureds in coordination with claims teams
- Join client meetings alongside the Advisor or Director of Risk Management when needed
- Support colleagues with client questions and account-processing tasks
- Oversee daily account servicing, including policy and contract reviews, policy changes, certificates, renewals, marketing, insurance program negotiations, surplus lines filings, lease reviews, and financial statement analysis
- Answer client questions by phone and email, following through to ensure prompt service
- Advise clients on coverage and exposures, and recommend and place appropriate additional coverage
- Pursue referrals and develop new business opportunities through prospect databases and automation tools
- Build strong relationships with insurance carrier partners and stay informed about their requirements
- Find opportunities to improve processes and raise issues or discrepancies with leadership
Requirements
- Hold the state insurance licenses required by the relevant Department of Insurance, or be prepared to obtain all necessary licenses within the first 90 days
- Bring at least three years of experience as a Commercial Account Manager
- Demonstrate strong verbal, written, presentation, and communication abilities
- Have intermediate to advanced proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
- Be able to learn the software systems used by the firm and insurance carriers
- Work effectively in a fast-paced environment with multiple priorities
- Travel when required
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