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The Baldwin Group
The Baldwin Group
1.001 – 5.000 Angajați
Asistență medicalăConsultanțăJuridic
The Baldwin Group este o firmă națională de consultanță axată pe gestionarea riscurilor și brokerajul de asigurări. Serviciile sale includ asigurări comerciale, beneficii pentru angajați, consultanță pentru pensii, gestionarea riscurilor private și a averii, reasigurări și soluții pentru agenți generali administratori. Firma colaborează cu companii din diverse industrii și cu persoane cu averi mari, combinând cunoștințele despre piață cu strategii personalizate menite să protejeze activele și să susțină creșterea pe termen lung.
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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.

USStatele Unite ale AmericiiRemoteNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăPartener al clientuluiVânzări

Descriere

  • 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

Cerințe

  • 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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