Commercial Risk Manager
2 months ago
We 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 professional working relationships with clients, insurance companies, and agency personnel.
Key Responsibilities- Client Management: Maintain accurate and up-to-date client files in our Agency Management System, ensuring proper documentation and communication with all stakeholders.
- Communication: Compose professional business correspondence via letter, email, and other means, utilizing excellent written and verbal communication skills.
- Accounting and Math Functions: Perform accounting and math-related tasks, including invoicing, premium allocation, and other duties as necessary.
- Claims Management: Monitor claims in accordance with agency procedures, communicate claims information to others in the agency, and maintain up-to-date claims information in the system.
- Team Collaboration: Interact effectively with colleagues, utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve team goals.
- Client Meetings: Attend client meetings with the Advisor or Director Risk Management, as requested.
- Account Management: Manage the day-to-day activities of client accounts, including policy review, changes, and updates, contract review for certificates processing, preparing renewal documents, marketing, and negotiating insurance programs.
- Counseling and Advising: Counsel and advise clients on coverage and exposure, recommending and placing additional coverage as needed.
- Business Development: Actively seek out referrals from the current client base to solicit new business prospects, following up to generate new business using the prospect database and automation system.
- Relationship Building: Cultivate strong relationships with insurance company partners, responsible for knowing carrier requirements and attributes.
- Process Improvement: Look for opportunities to improve the firm, business segment, and processes, bringing issues and discrepancies to the attention of appropriate leadership.
- State Insurance License: 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 operates.
- Commercial Account Management Experience: 3+ years of experience in a Commercial Account Manager role.
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Commercial Risk Manager
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Commercial Risk Manager
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