Client Manager, Surety

3 weeks ago

Rockwall, United States Baldwin Risk Partners Full time

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our 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 and manage a portfolio of surety accounts, ensuring client satisfaction
  • Analyze client businesses and assess their surety bonding needs
  • Establish and maintain strong relationships with clients, underwriters, and other stakeholders
  • Coordinate with underwriters and clients to facilitate the issuance, renewal, and modification of surety bonds
  • Assist clients in securing the suitable surety bonds and ensuring they fully understand the bond's terms and conditions
  • Ensure all client queries are promptly addressed, providing excellent client service
  • Maintain accurate and up-to-date client records and documentation
  • Keep abreast of industry trends and regulatory changes that could impact surety products
  • Assist in the resolution of any surety claim issues and participate in the recovery process, if needed
KNOWLEDGE, SKILLS & ABILITIES:
  • 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
KNOWLEDGE, SKILLS & ABILITIES:
  • Excellent verbal and written communication skills
  • Ability to manage and prioritize multiple tasks, demonstrating superb organizational skills
EDUCATION & EXPERIENCE:
  • Bachelor's degree in Business, Finance, or related field preferred
  • At least 4 years of experience in the surety or insurance industry required, preferably in an account management role
  • Proficient in MS Office Suite (Word, Excel, Outlook, PowerPoint)
  • Possess and maintain insurance license as required by the State
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.


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