Client Manager, Commercial Risk

2 days ago

Kansas City, Missouri, United States The Baldwin Group Full time $60,000 - $120,000 per year
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.
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:
  • Possess 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.
  • 3+ years of experience in a Commercial Account Manager role.
OTHER:
  • Fast paced, multi-tasking environment.
  • Travel as required.
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

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

  • Commercial Banker

    1 day ago

    Kansas City, Missouri, United States Dickinson Financial Corp Full time $80,000 - $120,000 per year

    Summary: Dickinson Financial Corporation and its affiliated banks—Academy Bank, N.A. and Armed Forces Bank, N.A.—rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives.  The Commercial Banker's primary role will be to...

  • Commercial Banker V

    3 days ago

    Kansas City, Missouri, United States Emprise Bank 2 Full time $120,000 - $200,000 per year

    At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.A successful candidate will have:Well-rounded commercial lending experience, including CRE and C&IA demonstrated ability and drive to cultivate new businessThe desire to serve...

  • Commercial Parking Manager

    6 days ago

    Kansas City, Missouri, United States Parking Management Company Full time

    Job Details Job Location:    Kansas City MO - Kansas City, MO Salary Range:    $ $ Salary/year Job Category:    Management DescriptionJob Title: Commercial Parking ManagerDepartment: Commercial Parking OperationsDirectly reports to: Commercial Parking Area ManagerSchedule: Full TimeStatus: ExemptCompensation: Salary (Salary can vary by market...

  • Commercial Banker V

    1 day ago

    Kansas City, Missouri, United States Emprise Bank Full time $120,000 - $200,000 per year

    At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.A successful candidate will have:Well-rounded commercial lending experience, including CRE and C&IA demonstrated ability and drive to cultivate new businessThe desire to serve...

  • Commercial Banking Officer, VP

    4 days ago

    Kansas City, Missouri, United States Landmark National Bank Full time $80,000 - $120,000 per year

    When you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities.We...

  • Commercial Banking Officer, VP

    4 days ago

    Kansas City, Missouri, United States Landmark National Bank Full time $80,000 - $140,000

    Job Details Level:    Experienced Job Location:    KCMO Pershing - Kansas City, MO Position Type:    Full Time Education Level:    Bachelor's Degree Salary Range:    $ $ Salary Travel Percentage:    Up to 25% Job Shift:    Day Job Category:    Commercial Banking DescriptionWhen you work at Landmark, you'll find we are all about...

  • Risk Analyst

    5 days ago

    Kansas City, Missouri, United States Aston Carter Full time $60,000 - $120,000 per year

    We are seeking a Third-Party Risk Analyst for a great client ours on a six-month contract, with the potential for permanent hire. This role involves executing the Third-Party Risk Management program by conducting vendor risk assessments, due diligence, and security reviews, while monitoring performance and managing remediation to ensure compliance with...

  • Client Relationship Manager

    1 day ago

    Kansas City, Missouri, United States Broadridge Full time $60,000 - $68,000 per year

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.Broadridge is growing We are seeking a Client Relationship Manager to join our team We are looking for someone to serve as the primary client...

  • Commercial Project Manager, Pharmaceuticals

    6 days ago

    Kansas City, Missouri, United States Catalent Pharma Solutions Full time

    Commercial Project Manager, PharmaceuticalsPosition Summary:Work Schedule: M-F 1st shift100% on-siteCatalent's Kansas City facility is home to our Oral & Specialty Drug Delivery, Biologics Analytical Services and Clinical Supply Services businesses. The site provides a range of integrated services for oral solid dosage forms, from formulation development and...

  • Client Relations Manager

    1 day ago

    Kansas City, Missouri, United States ABC Imaging Full time $60,000 - $90,000 per year

    Now Hiring: Client Relations Manager at ABC Imaging Be the friendly, get-it-done heartbeat of our team. If you love delivering great service, keeping operations smooth, and squeezing value from tech and people, this is your role.What you'll do:Deliver top-quality client work on time.Own admin for technical and billing targets (meter reads, time reporting,...