Current jobs related to Client Manager, Commercial Risk - Tampa - Baldwin Risk Partners
-
Commercial Risk Client Manager
3 weeks ago
Tampa, Florida, United States Baldwin Risk Partners Full timeThe primary objective is to play a vital role within the Commercial Lines division, collaborating with Advisors, Directors of Risk Management, Client Service Specialists, and other agency personnel to ensure exceptional service delivery to our commercial clientele. This role involves fostering professional relationships with clients, insurance providers, and...
-
Commercial Risk Client Manager
3 weeks ago
Tampa, Florida, United States Baldwin Risk Partners Full timeThe objective is to play a vital role within the Commercial Lines division, collaborating with Advisors, Directors of Risk Management, Client Service Specialists, and other team members to provide exceptional service to our commercial clientele. This position involves cultivating professional relationships with clients, insurance providers, and agency staff...
-
Commercial Risk Client Executive
4 weeks ago
Tampa, Florida, United States Baldwin Risk Partners Full timeThe objective is to play a crucial role within the Commercial Lines division, collaborating with Advisors, Directors of Risk Management, Client Service Specialists, and other agency members to provide exceptional service to our commercial clientele. This role involves fostering professional relationships with clients, insurance providers, and agency staff to...
-
Commercial Risk Manager
1 week ago
Tampa, Florida, United States Baldwin Risk Partners Full timeJob SummaryWe are seeking a highly skilled Commercial Risk Manager to join our team at Baldwin Risk Partners. As a key member of our team, you will be responsible for managing day-to-day activities of client accounts, including policy review, changes, and updates, contract reviews, and financial statements related to the client's insurance.Key...
-
Client Manager, Commercial Risk
1 month ago
Tampa, United States Baldwin Risk Partners Full timeThe 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...
-
Commercial Risk Manager
3 weeks ago
Tampa, FL , USA, United States Baldwin Risk Partners Full timeJob DescriptionJob Title: Commercial Risk ManagerCompany: Baldwin Risk PartnersJob Type: Full-timeLocation: RemoteJob Category: InsuranceAbout Us: Baldwin Risk Partners is a leading insurance brokerage firm that delivers expertly crafted risk management solutions to clients across various industries.Job Summary: We are seeking an experienced Commercial Risk...
-
Commercial Risk Manager
6 days ago
Tampa, FL , USA, United States Baldwin Risk Partners Full timeJob Title: Commercial Risk Client ExecutiveThe Baldwin Group is a leading insurance brokerage firm that delivers expertly crafted risk management solutions to clients across the U.S. and abroad. As a Commercial Risk Client Executive, you will play a critical role in managing and servicing complex commercial accounts, developing and retaining consultative...
-
Client Manager, Commercial Risk
23 hours ago
Tampa, United States Baldwin Risk Partners Full timeThe 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...
-
Client Manager, Commercial Risk
1 week ago
Tampa, United States Baldwin Risk Partners Full timeThe 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...
-
Commercial Risk Specialist
13 hours ago
Tampa, Florida, United States Baldwin Risk Partners Full timeJob Title: Commercial Risk AdvisorThe Baldwin Group is a leading insurance brokerage firm that delivers expertly crafted commercial insurance and risk management solutions to clients across the U.S. and abroad. Our team of experienced professionals takes a holistic and tailored approach to insurance and risk management, providing clients with a highly...
-
Tampa, United States Baldwin Risk Partners Full timeThe 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...
-
Commercial Risk Consultant
3 weeks ago
Tampa, Florida, United States Baldwin Risk Partners Full timeJob Summary:The Baldwin Risk Partners is seeking a highly skilled and experienced Commercial Risk Consultant to join our team. As a Commercial Risk Consultant, you will be responsible for selling new accounts and renewing existing accounts in accordance with firm and individual goals.Key Responsibilities:Sales and Account Management: Sell new accounts and...
-
Risk Management Consultant
3 weeks ago
Tampa, Florida, United States Baldwin Risk Partners Full timeJob SummaryWe are seeking a highly skilled Commercial Risk Manager to join our team at Baldwin Risk Partners. As a key member of our Commercial Lines team, you will be responsible for delivering exceptional service to our commercial clients and developing strong relationships with insurance companies and agency personnel.Key ResponsibilitiesClient...
-
Commercial Account Manager
2 weeks ago
Tampa, Florida, United States Baldwin Risk Partners Full timeJob SummaryBaldwin Risk Partners is seeking a highly skilled Commercial Account Manager to join our team. As a key member of our Commercial Lines team, you will be responsible for delivering exceptional service to our commercial clients.Key ResponsibilitiesMaintain accurate and up-to-date client files in our Agency Management System.Develop and maintain...
-
Commercial Account Manager
2 weeks ago
Tampa, Florida, United States Baldwin Risk Partners Full timeJob SummaryWe are seeking a highly skilled Commercial Account Manager to join our team at Baldwin Risk Partners. As a key member of our Commercial Lines team, you will be responsible for delivering exceptional service to our commercial clients and developing strong relationships with insurance companies and agency personnel.Key ResponsibilitiesClient...
-
Risk Management Specialist
7 days ago
Tampa, Florida, United States Baldwin Risk Partners Full timeJob SummaryWe are seeking a skilled Relationship Manager, Private Risk to join our team at Baldwin Risk Partners. As a key member of our team, you will be responsible for providing world-class client service, technical expertise, and proactive risk management to our clients.Key ResponsibilitiesClient Service: Provide proactive day-to-day client service by...
-
Commercial Risk Advisor
2 weeks ago
Tampa, FL , USA, United States Baldwin Risk Partners Full timeAbout the RoleWe are seeking a highly motivated and experienced Commercial Risk Advisor to join our team at Baldwin Risk Partners. As a Commercial Risk Advisor, you will play a critical role in selling new accounts and renewing existing ones, while building and maintaining relationships with clients, prospects, and insurance company partners.Key...
-
Commercial Risk Insurance Analyst
1 week ago
Tampa, FL , USA, United States Baldwin Risk Partners Full timeJob SummaryThe Baldwin Group, a leading insurance brokerage firm, is seeking a skilled Commercial Risk Insurance Analyst to join our team. As a key member of our Client Service team, you will play a critical role in delivering exceptional service to our clients and certificate holders.Key ResponsibilitiesMonitor and manage CRMG Certificate Inboxes to ensure...
-
Commercial Risk Insurance Analyst
2 weeks ago
Tampa, FL , USA, United States Baldwin Risk Partners Full timeJob SummaryThe Baldwin Group, a leading insurance brokerage firm, is seeking a skilled Commercial Risk Insurance Analyst to join our team. As a key member of our Client Service team, you will play a critical role in delivering exceptional service to our clients and certificate holders.Key ResponsibilitiesMonitor and manage CRMG Certificate Inboxes to ensure...
-
Client Relations Specialist, Private Risk
2 weeks ago
Tampa, United States Baldwin Risk Partners Full timeThe 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...
Client Manager, Commercial Risk
3 months ago
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 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.
- 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.
- 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.
- Fast paced, multi-tasking environment.
- Travel as required.
#LI-NS1
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
