Client Manager, Commercial Risk

4 months ago

Deerfield, United States Baldwin Risk Partners Full time

The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:

  • Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
  • Compose professional business correspondence via letter, email, and/or other means
  • Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
  • Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
  • Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
  • Attend client meetings with the Advisor or Director Risk Management, when requested
  • Assist co-workers in responding to client inquiries or processing work, when needed
  • Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance.
  • Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
  • Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
  • Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
  • Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
  • Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
KNOWLEDGE, SKILLS & ABILITIES:
  • Demonstrates effective presentation skills through both verbal and written communications.
  • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
  • Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.
EDUCATION & 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).
  • 3+ years of experience in a Commercial Account Manager role.
OTHER:
  • Fast paced, multi-tasking environment.
  • Travel as required.


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.

Click here for some insight into our culture

  • Senior Project Manager

    6 months ago

    Deerfield Beach, United States Gpac Full time

    Senior Project Manager - Commercial ConstructionSeeking a Senior Project Manager with a strong background in commercial construction to join an award-winning and highly respected South Florida General Contractor.The Senior Project Manager will deliver superior customer service to our clients while successfully managing commercial construction projects....

  • Property & Casualty Client Service Representative (Hybrid)

    4 months ago

    Deerfield, United States Alera Group, Inc. Full time

    Overview: Alera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight,...

  • Property & Casualty Client Service Representative (Hybrid)

    3 weeks ago

    Deerfield, United States Alera Group Full time

     Alera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty...

  • Property & Casualty Client Service Representative (Hybrid)

    4 months ago

    Deerfield, United States Alera Group Full time

     Alera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight,...

  • Commercial Finance Manager

    2 months ago

    Deerfield, United States Brewer Morris Full time

    Job Description Provide commercial finance leadership to the Meat, Poultry and Seafood (MPS) and Dairy segments within our Flexibles North America (FNA) team. High visibility role with direct working relationships with business unit VP’s and Sales and Marketing Directors. Candidate will have the opportunity to display analytical proficiency, commercial...

  • Senior Registered Client Associate

    4 weeks ago

    Deerfield, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to...

  • Senior Registered Client Associate

    3 weeks ago

    Deerfield, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to...

  • Senior Financial Risk Auditor

    4 days ago

    Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Audit Manager Role Overview:Our client, a reputable Top 100 firm in the Chicagoland area, is seeking an experienced Senior Financial Risk Auditor to join their team.This dynamic role offers an excellent opportunity for career growth and professional development, with a focus on delivering high-quality audit services to diverse clients across various...

  • Operations Manager

    2 weeks ago

    Deerfield Beach, Florida, United States Chris Mccafferty - State Farm Agent Full time

    **Job Overview:**We are seeking an experienced Operations Manager to lead our office in Deerfield Beach, Florida. As a key member of our team, you will be responsible for implementing office policies and ensuring exceptional customer experiences. Our ideal candidate will have excellent communication skills, be highly organized, and possess experience in...

  • Commercial Turf Service Manager

    1 week ago

    Deerfield Beach, Florida, United States Wesco Turf Full time

    About Wesco TurfAt Wesco Turf, we are committed to providing the highest quality used golf course equipment. As a worldwide provider of top-notch products, we have been honored multiple times as Toro's North American Distributor of Excellence.Job OverviewWe are seeking a skilled Commercial Turf Service Manager to lead our team of technicians in providing...

  • Manager, Client Accounting Services

    3 weeks ago

    Deerfield, United States Spartan Placements LLC Full time

    Our Client Services Group performs a full range of accounting, reporting, consulting and general ledger support functions for our clients. We are looking for a candidate with extensive experience in a CPA firm's CAS or similar group. We are in the midst of a multi-year transition from performing traditional CAS services to offering higher level, consulting...

  • Sales Representative for Commercial Stone Business

    1 month ago

    Deerfield Beach, Florida, United States Gmi Stone Llc Full time

    Job DescriptionKiva Stone, a leading natural and engineered stone supplier, is seeking a highly motivated and energetic Sales Representative to join our team. As a Sales Representative for Commercial Stone Business, you will be responsible for prospecting and generating new commercial business, as well as performing cold-calls in the field to generate new...

  • Property & Casualty Client Service Representative (Hybrid)

    4 months ago

    Deerfield, IL, United States Alera Group Full time

     Alera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight,...

  • Tax Manager

    4 weeks ago

    Deerfield, United States TA Resources LLC Full time

    At TA Resources we have reimagined traditional staffing and HR consulting with Small to midsize businesses in mind. Focusing on what makes our clients unique we match them with the talent they need to continue to grow. We are currently searching for a Tax Manager for our client located in Deerfield IL to play an integral role in their Tax Department by...

  • Commercial Building Construction and Interiors Project Lead

    1 week ago

    Deerfield Beach, Florida, United States Actalent Full time

    Actalent is a global leader in engineering and sciences services and talent solutions, helping visionary companies advance their engineering and science initiatives through access to specialized experts.About the RoleWe are seeking an experienced Commercial Building Construction and Interiors Project Lead to join our team. As a key member of our team, you...

  • Client Services Specialist

    1 week ago

    Deerfield, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionJob Description:LHH is hiring a detail-oriented Client Services Specialist for one of our Deerfield-based clients! In this role, you will be responsible for ensuring that outstanding invoices are paid, interacting with clients regarding the status of their invoices, and focusing on obtaining necessary documentation. You will...

  • Program Manager

    1 month ago

    Deerfield, United States The Judge Group Full time

    Our client is looking for a Program Manager who has managed large scale FinOps projects in the financial services industryThis is long term contract that is hybrid in Deerfield.W2 only, no c2c or third parties.ResponsibilitiesAssist in creating and track FinOps metrics and KPIsFinOps Implementation: Lead complex FinOps projects, working closely with...

  • SBM Management | Floor Tech IL | deerfield, il

    2 weeks ago

    deerfield, United States SBM Management Full time

    SBM Management is searching for a Floor Technician that can make the floors sparkle and shine! We are hiring a Floor Technician that has experience ensuring customers have clean and orderly commercial or office space. Professional communication with the customers to make sure their expectations are met is essential. Responsibilities Comply with safety...

  • SBM Management | Floor Tech IL | deerfield, il

    2 weeks ago

    deerfield, United States SBM Management Full time

    SBM Management is searching for a Floor Technician that can make the floors sparkle and shine! We are hiring a Floor Technician that has experience ensuring customers have clean and orderly commercial or office space. Professional communication with the customers to make sure their expectations are met is essential. Responsibilities Comply with safety...

  • Client Relations Coordinator Hybrid

    2 months ago

    Deerfield, United States Alera Group Full time

    Job Description Alera Group Midwest is looking for a Client Relations Coordinator to join our Employee Benefits team.  Office Locations:Deerfield, IL Downers Grove, ILWe are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to...