Associate Client Manager, Commercial Risk - Construction Practice

Job Overview

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Employment Type

Full-time
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Compensation

Salary
Exact $65,000.00
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Work Schedule

Standard Hours
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development opportunities
competitive salary
Employee assistance program

Job Description

The Baldwin Group is an award-winning insurance brokerage firm that is entrepreneur-led and inspired to deliver exceptional insurance and risk management solutions. With comprehensive services including Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies, The Baldwin Group serves clients across the United States and internationally. The company is listed on NASDAQ under the ticker symbol BWIN, reflecting its established presence and commitment to excellence in the insurance sector. Known for its highly differentiated culture, The Baldwin Group prides itself on its industry expertise, talented colleagues, extensive network of insurers, and a client-focused approach that positions the firm as an invaluable extension of its clients' businesses.

The Baldwin Group takes a holistic and tailored approach to insurance and risk management. By understanding the unique needs of each client, the firm crafts custom strategies to protect their passions and businesses through personalized insurance solutions. Their entrepreneurial spirit drives innovation and responsiveness to a dynamic marketplace, ensuring clients receive the latest and most effective risk mitigation services.

The role of Associate Client Manager, Commercial Risk within The Baldwin Group, is a critical position within their Construction Practice. This role serves as a technical resource, providing expert service to clients, advisors, insurance company partners, and prospects. The Associate Client Manager supports the maintenance of client relationships by delivering prompt, efficient, high-quality service focused on helping clients achieve their desired business outcomes. Responsibilities include risk identification and evaluation, collaboration across teams, oversight of system data entry, and management of client audits and meetings. The Associate Client Manager is also expected to support special projects and continual process improvements.

This position requires strong communication skills, the ability to work in a team-oriented environment, and proficiency in various software applications including Microsoft Office and specialized insurance systems. The Baldwin Group values individuals who demonstrate core organizational values and align with the company's culture. While a Bachelor's degree is strongly preferred, relevant experience of 2-5 years is essential. State insurance licenses are required or must be obtained within 90 days of employment. The starting salary for this position is $65,000 annually, with negotiation possibilities during the hiring process.

This opportunity offers a chance to join a respected firm that values collaboration, innovation, and client success, providing a rewarding career path in the insurance brokerage industry.

Job Requirements

  • Bachelor's degree strongly preferred
  • 2-5 years relevant experience ideal
  • Demonstrates core values aligned with corporate culture
  • Maintains or willing to obtain all required licenses per State Department of Insurance within 90 days
  • Effective communication skills
  • Client service and problem-solving skills
  • Teamwork skills
  • Proficiency in Microsoft Office
  • Ability to learn specialized software

Job Qualifications

  • Bachelor's degree strongly preferred
  • 2-5 years relevant experience ideal
  • Demonstrates core values aligned with corporate culture
  • Maintains or willing to obtain all required licenses per State Department of Insurance within 90 days
  • Effective verbal and written communication skills
  • Excellent client service and problem-solving skills
  • Comfortable working in a team environment
  • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
  • Ability to learn insurance company and firm software programs

Job Duties

  • Assist in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes
  • Identify and evaluate risk of client accounts and escalate concerns to senior colleague
  • Collaborate, communicate, and execute service to ensure service standards are met
  • Oversee system data entry and processing
  • Manage client audits, record minutes from Client Success meetings, track technology issues, keep Operations team informed of migration and charge status
  • Complete special projects as assigned
  • Continually seek opportunities to improve the firm, business segment, and processes
  • Maintain timeliness and completeness when interacting with clients
  • Assist colleagues as requested

Job Criteria

Experience

Mid Level (3-7 years)


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