Client Manager, Commercial Risk-BKS Partners
4 weeks ago
BKS Partners 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. BKS Partners 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. BKS Partners, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management.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 meansCapable 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 requestedAssist co-workers in responding to client inquiries or processing work, when neededManage 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.#LI-NS1IMPORTANT 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
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Client Manager, Commercial Risk-BKS Partners
4 weeks ago
Tampa, United States Baldwin Risk Partners Full timeBKS Partners 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...
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Client Manager, Commercial Risk-BKS Partners
2 weeks ago
Tampa, United States Baldwin Risk Partners Full timeBKS Partners 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...
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Client Executive, Commercial Risk-BKS Partners
4 weeks ago
Tampa, United States Baldwin Risk Partners Full timeBKS Partners 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...
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Tampa, Florida, United States Baldwin Risk Partners Full timeBKS Partners 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...
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Client Executive, Commercial Risk-BKS Partners
3 weeks ago
Tampa, United States Baldwin Risk Partners Full timeBKS Partners 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...
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Tampa, Florida, United States Baldwin Risk Partners Full timeBKS Partners 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...
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Client Manager, Commercial Risk-BKS Partners
3 weeks ago
Tampa, United States BRP Group, Inc. Full timeBKS Partners 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...
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Client Manager, Commercial Risk-BKS Partners
4 weeks ago
Tampa, United States BRP Group, Inc. Full timeBKS Partners 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...
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Client Executive, Commercial Risk-BKS Partners
4 weeks ago
Tampa, United States BRP Group, Inc. Full timeBKS Partners 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...
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Client Executive, Commercial Risk-BKS Partners
3 weeks ago
Tampa, United States BRP Group, Inc. Full timeBKS Partners 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...
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Tampa, United States Baldwin Risk Partners Full timeBKS Partners 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...
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Relationship Manager, Private Risk
4 weeks ago
Tampa, United States Baldwin Risk Partners Full timeThe Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone....
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Relationship Manager, Private Risk
3 weeks ago
Tampa, United States Baldwin Risk Partners Full timeThe Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone....
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Client Relations Specialist, Private Risk
4 weeks ago
Tampa, United States Baldwin Risk Partners Full timeThe Client Relations Specialist serves as a resource to HNW clients and personally provides prompt, efficient and high-quality service. Principal Responsibilities: Communicate with clients regarding their policy(ies), document the detailed records of the communication in the client management program, and provide resolution to the client's concern. Document...
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Client Relations Specialist, Private Risk
3 weeks ago
Tampa, United States Baldwin Risk Partners Full timeThe Client Relations Specialist serves as a resource to HNW clients and personally provides prompt, efficient and high-quality service. Principal Responsibilities: Communicate with clients regarding their policy(ies), document the detailed records of the communication in the client management program, and provide resolution to the client's concern. Document...
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Claims Consultant, Commercial Risk
2 days ago
Tampa, Florida, United States Baldwin Risk Partners Full timeRogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you. Position Summary: The Claims...
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Claims Consultant, Commercial Risk
2 weeks ago
Tampa, United States Baldwin Risk Partners Full timeRogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you. Position Summary: The Claims...
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Claims Consultant, Commercial Risk
3 weeks ago
Tampa, United States Baldwin Risk Partners Full timeRogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you. Position Summary: The Claims...
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Avp - Tts Client Ops Commercial Cards Risk &
2 weeks ago
Tampa, United States Citi Full time**Job Context**: The Commercial Cards business is a $500+ Million business globally, which provides payment solutions through Credit Cards to leading multi-national corporations and public sector agencies. Clients include some of Citi CMB’s largest names, as well as major government agencies. The business provides the largest proprietary offering of any...
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Sr. Client Service Specialist- Founder Shield
3 weeks ago
Tampa, United States Baldwin Risk Partners Full timeFounder Shield is a risk management partner for rapidly evolving, high-growth companies. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We're a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts...
