Current jobs related to Commercial Risk Client Executive - Bethesda, Maryland - AHT a Baldwin Risk Partner
-
Commercial Risk Manager
1 month ago
Bethesda, Maryland, United States Baldwin Risk Partners Full timeJob SummaryThe Baldwin Group is seeking a highly skilled Commercial Risk Client Executive to join our team. As a key member of our organization, you will be responsible for managing and servicing complex commercial accounts, developing and retaining consultative relationships with clients, and evaluating and educating clients on missing or newly available...
-
Commercial Risk Manager
4 weeks ago
Bethesda, Maryland, United States Baldwin Risk Partners Full timeJob Title: Client Manager, Commercial RiskBaldwin Risk Partners is seeking a highly skilled and experienced Client Manager, Commercial Risk to join our team. As a key member of our Commercial Lines team, you will be responsible for developing and maintaining strong relationships with our commercial clients, providing expert risk management consulting and...
-
Bethesda, Maryland, United States Baldwin Risk Partners, LLC Full timeJob SummaryAs a key member of the Baldwin Risk Partners, LLC team, the Commercial Insurance Program Manager will be responsible for managing day-to-day activities of client accounts. This includes policy review, changes, and updates, as well as contract reviews and preparation of renewal documents. The successful candidate will also be responsible for...
-
Risk Management Specialist
1 week ago
Bethesda, Maryland, United States Baldwin Risk Partners Full timeAs a key member of the Baldwin Risk Partners team, the Client Manager, Commercial Risk will be responsible for managing day-to-day activities of client accounts. This includes policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client. The...
-
Insurance Risk Management Specialist
4 days ago
Bethesda, Maryland, United States Baldwin Risk Partners Full timeJob SummaryThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering expertly crafted risk management solutions to clients. As an Insurance Risk Management Specialist, you will develop professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working...
-
Risk Management Consultant
2 weeks ago
Bethesda, Maryland, United States Baldwin Risk Partners Full timeJob Title: Client Manager, Employee BenefitsJob Summary:The Baldwin Group is seeking a highly skilled Client Manager, Employee Benefits to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with clients, insurance companies, and agency personnel to deliver exceptional service and...
-
Commercial Lines Account Manager
1 week ago
Bethesda, Maryland, United States APR Full timeJob DescriptionAPR is seeking a highly skilled Commercial Lines Account Manager to provide exceptional service to clients and support the commercial lines team in processing all lines of commercial insurance. The ideal candidate will have generalist account management experience and a strong understanding of commercial insurance procedures.Key...
-
Enterprise Risk Management Specialist
7 days ago
Bethesda, Maryland, United States TechnoGen Full timeJob Title: Enterprise Risk Management SpecialistAt TechnoGen, we are seeking an experienced Enterprise Risk Management Specialist to join our team. As a key member of our organization, you will be responsible for establishing, implementing, and advising senior executives on enterprise risk management practices.Key Responsibilities:Serve as the subject matter...
-
Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full timeJob Title: Senior Director of Credit Risk and Asset ManagementClimate United is seeking a seasoned and strategic leader to join our team as the Senior Director of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and...
-
Bethesda, Maryland, United States Climate United FUND Full timeAbout the RoleClimate United FUND is seeking a seasoned and strategic leader to join our team as the Senior Director of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United FUND's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and reporting programs across our...
-
Enterprise Risk Management Specialist
4 days ago
Bethesda, Maryland, United States TechnoGen Full timeJob Title: Enterprise Risk Management SpecialistAt TechnoGen, we are seeking a highly skilled Enterprise Risk Management Specialist to join our team. As a key member of our organization, you will be responsible for establishing, implementing, and advising senior executives on enterprise risk management practices.Key Responsibilities:* Serve as the subject...
-
Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full timeAbout the RoleClimate United is seeking a seasoned and strategic leader to join our team as the VP of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and reporting programs across our portfolios.Key...
-
Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full timeAbout the Role:Climate United is seeking a seasoned and strategic leader to join our team as the VP of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and reporting programs across our portfolios.Key...
-
Commercial Lines Account Manager
4 weeks ago
Bethesda, Maryland, United States APR Full timeJob OverviewAPR is seeking a highly skilled Commercial Lines Account Manager to provide exceptional service to clients and support the commercial lines team in processing all lines of commercial insurance. The ideal candidate will have generalist account management experience and a strong understanding of commercial insurance principles.Key...
-
Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full timeAbout the Role:Climate United is seeking a seasoned and strategic leader to join our team as the VP of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and reporting programs across our portfolios.Key...
-
Commercial Credit Portfolio Manager
4 days ago
Bethesda, Maryland, United States EagleBank Full timeAbout the Role:EagleBank is seeking a highly skilled Portfolio Manager III to join our team. As a key member of our commercial lending group, you will be responsible for supporting the credit process by facilitating the collection of financial information from clients and prospects.Key Responsibilities:Preparing and submitting credit packages for the...
-
Sales Enablement Specialist
2 weeks ago
Bethesda, Maryland, United States Baldwin Risk Partners Full timeAbout the RoleThe Baldwin Group, a leading insurance brokerage firm, is seeking a highly motivated Sales Enablement Specialist to join their team. As a key member of the sales team, you will play a critical role in generating new sales opportunities, nurturing existing client relationships, and creating customer-facing presentations for Advisors.Key...
-
Senior Project Manager
4 days ago
Bethesda, Maryland, United States Michael Page Full timeSenior Project ManagerMichael Page is seeking a highly skilled Senior Project Manager to lead our commercial construction projects. As a key member of our team, you will be responsible for overseeing the entire lifecycle of projects, ensuring they are completed on time, within scope, and within budget.Key Responsibilities:Project Leadership: Provide...
-
Insurance Producer
2 weeks ago
Bethesda, Maryland, United States B. F. Saul Insurance Full timeAbout B. F. Saul InsuranceB. F. Saul Insurance is a boutique advisory firm providing proactive, smart, and highly responsive insurance and claims advocacy services throughout the United States. With community roots in the Washington DC metropolitan area spanning over 100 years, we help businesses and non-profits as well as families and individuals with...
-
IT Risk Advisory Manager
7 days ago
Bethesda, Maryland, United States PKF O'Connor Davies Full timeThe IT Risk Advisory Manager will lead multiple client engagements teams and other related activities to ensure adequate technology and system controls are in place. Engagements focus on the assessment and/or evaluation of Information Technology (IT) systems and the migration of IT related business risks. Engagements may be either assurance (attestation)...
Commercial Risk Client Executive
2 months ago
AHT Insurance, a leading and innovative insurance brokerage firm, specializes in delivering tailored Commercial Insurance and Risk Management solutions. We pride ourselves on our comprehensive approach to Private Insurance, Employee Benefits, Asset Protection, and Risk Mitigation strategies, serving clients across the U.S. and internationally. Our unique culture and award-winning expertise set us apart, making us a valuable partner for our clients.
POSITION OVERVIEW:
As a vital member of the Commercial Lines team, you will collaborate with Advisors, Directors of Risk Management, and Client Service Specialists to provide exceptional service to our commercial clientele. Your role will involve building professional relationships with clients, insurance carriers, and agency personnel to ensure account maintenance and foster a positive work environment.
KEY RESPONSIBILITIES:
- Accurately maintain client records in the Agency Management System, ensuring proper documentation and communication in line with company protocols.
- Draft professional correspondence through various channels, including letters and emails.
- Perform essential accounting functions such as invoicing and premium allocation as required.
- Oversee claims as per agency guidelines, keeping all parties informed and assisting clients with claims-related inquiries.
- Utilize effective communication skills to interact with colleagues and clients, providing necessary information and support to achieve company objectives.
- Participate in client meetings alongside Advisors or Directors of Risk Management as needed.
- Support team members in addressing client inquiries and processing tasks when required.
- Manage daily operations of client accounts, including policy reviews, updates, contract assessments, renewal documentation, and insurance program negotiations.
- Respond to client inquiries via phone and email, ensuring timely service and follow-up.
- Advise clients on coverage options and exposures, recommending additional coverage as necessary.
- Proactively seek referrals from existing clients to identify new business opportunities.
- Develop strong relationships with insurance partners, staying informed about carrier requirements.
- Identify opportunities for process improvements and communicate issues to leadership.
- Strong presentation skills, both verbal and written.
- Proficient in Microsoft Office Suite and ability to learn other relevant software.
- Exhibit the core values of the firm, demonstrating alignment with our corporate culture.
- Possess and maintain necessary state insurance licenses as mandated by the State Department of Insurance.
- Minimum of 3 years of experience in a Commercial Insurance Account Manager capacity.
- Fast-paced, multi-tasking work setting.
This position description outlines the essential functions of the role and is not intended to be exhaustive. Additional responsibilities may be assigned as needed to support the organization.
