Client Relationship Manager

1 week ago

Tustin, California, United States Baldwin Risk Partners Full time

Baldwin Risk Partners is a distinguished team of skilled risk consultants adept at addressing the most significant challenges your organization may encounter. Our seasoned advisors conduct thorough evaluations of your business and circumstances to devise innovative, comprehensive, and cost-efficient solutions tailored specifically to your needs. With over 35 years of experience, the groundbreaking programs and financial outcomes we have achieved for our clients have established us as a leader in partner loyalty and longevity.

We offer a complete suite of commercial insurance products and services, including loss prevention and claims consulting, risk management, and personal insurance solutions for successful individuals and families.

We take pride in being recognized as one of the premier workplaces in the region and consistently honored as one of the top independent insurance agencies.

PRIMARY RESPONSIBILITIES:

  • Ensure client files are maintained accurately within the Agency Management System, adhering to company workflows, procedures, and best practices.
  • Draft professional business communications through letters, emails, and other formats.
  • Perform accounting-related tasks, including invoicing and premium allocation, as necessary.
  • Oversee claims as per agency protocols, communicate claims updates within the agency, and assist clients with claims coordination.
  • Utilize effective communication skills to interact with others, providing necessary information and guidance to achieve company objectives.
  • Participate in client meetings alongside the Advisor or Director of Risk Management, as requested.
  • Support colleagues in addressing client inquiries or processing tasks when required.
  • Manage daily activities of client accounts, including policy reviews, updates, contract evaluations for certificate processing, renewal documentation preparation, and insurance program negotiations.
  • Respond to client inquiries via phone and email, ensuring timely service delivery.
  • Advise clients on coverage options and risks, recommending additional coverage as necessary.
  • Proactively seek referrals from existing clients to identify new business opportunities, following up to cultivate leads.
  • Develop strong relationships with insurance company partners, understanding their requirements and characteristics.
  • Identify opportunities for improvement within the firm and its processes, bringing relevant issues to the attention of leadership.
KNOWLEDGE, SKILLS & ABILITIES:
  • Exhibit effective presentation skills through both verbal and written communication.
  • Possess intermediate to advanced proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, with the ability to learn additional software as needed.
  • Demonstrate alignment with the firm's core values and corporate culture through professional behavior.
EDUCATION & EXPERIENCE:
  • Obtain and maintain necessary state insurance licenses as required by the State Department of Insurance for risk management consulting.
  • Minimum of 3 years of experience in a Commercial Account Manager position.
OTHER:
  • Work in a fast-paced, multi-tasking environment.
  • Willingness to travel as needed.
The starting salary is competitive and negotiable based on experience.

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