Client Manager, Commercial Risk
2 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.
POSITION SUMMARY:
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 meansCapable 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 requestedAssist co-workers in responding to client inquiries or processing work, when neededManage 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:
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.OTHER:
Fast paced, multi-tasking environment.Travel as required (i.e. for training and quarterly on site meeting)SPECIAL WORKING CONDITIONS:
Fast paced multi-tasking environmentIMPORTANT 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 accommodations to applicants and colleagues who need them for medical or religious reasons.EEOC (STATEMENT):
BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.#LI-JL1
#LI-REMOTE
Click for some insight into our culture
-
Commercial Risk Manager
1 week ago
Holmdel, New Jersey, United States Baldwin Risk Partners Full timeAbout the Role:The Baldwin Group is seeking a highly skilled Commercial Risk Manager to join our team. As a key member of our Commercial Lines team, you will partner with Advisors, Directors Risk Management, and Client Service Specialists to deliver exceptional service to our commercial clients.Key Responsibilities:Maintain accurate and up-to-date client...
-
Commercial Risk Manager
2 weeks ago
Holmdel, New Jersey, United States Baldwin Risk Partners Full timeAbout Baldwin Risk PartnersBaldwin Risk Partners is a leading insurance brokerage firm that delivers expertly crafted risk management solutions to clients across the United States and abroad.Job SummaryWe are seeking a highly skilled Commercial Risk Manager to join our team. As a key member of our Commercial Lines team, you will partner with advisors,...
-
Client Manager, Commercial Risk
7 days ago
Holmdel, United States Baldwin Risk Partners Full timeThe mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agen Risk, Insurance, Manager, Solutions, Advisor, Commercial, Accounting
-
Commercial Risk Manager
3 days ago
Holmdel, New Jersey, United States Baldwin Risk Partners Full timeJob SummaryThe Baldwin Group, an award-winning entrepreneur-led insurance brokerage firm, seeks a skilled Commercial Risk Manager to join their team. As a key member of the organization, this individual will be responsible for developing and maintaining professional relationships with clients, insurance companies, and agency personnel to deliver exceptional...
-
Client Manager, Commercial Risk
4 weeks ago
Holmdel, United States Baldwin Risk Partners Full timeMaintain 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 bu Risk, Insurance, Manager, Solutions, Advisor, Commercial, Accounting
-
Commercial Risk Consultant
2 days ago
Holmdel, New Jersey, United States Baldwin Risk Partners Full timeJob SummaryThe Baldwin Risk Partners is seeking a highly skilled Commercial Risk Advisor to join our team. As a Commercial Risk Advisor, you will be responsible for selling new accounts and renewing existing accounts, while building and maintaining relationships with clients, prospects, and insurance company partners.Key ResponsibilitiesSales and Account...
-
Commercial Risk Manager
3 days ago
Holmdel, New Jersey, United States Baldwin Risk Partners Full timeThe Baldwin Group is a leading insurance brokerage firm that delivers expert risk management solutions to clients across the U.S. and abroad. Our team of professionals takes a holistic approach to insurance and risk management, providing tailored strategies to meet the unique needs of each client.Job SummaryThis role is responsible for developing and...
-
Commercial Risk Consultant
4 weeks ago
Holmdel, New Jersey, United States Baldwin Risk Partners Full timeJob Title: Commercial Risk AdvisorThe Baldwin Group is a leading insurance brokerage firm that delivers expertly crafted risk management solutions to clients across the U.S. and abroad. Our team of professionals takes a holistic and tailored approach to insurance and risk management, providing clients with a highly differentiated culture that expands their...
-
Client Service Specialist, Commercial Risk
7 days ago
Holmdel, 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 Service Specialist, Commercial Risk
3 days ago
Holmdel, United States Baldwin Risk Partners Full timeThe Client Service Specialist works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients Client Service, Risk, Insurance, Solutions, Specialist, Advisor, Business Services
-
Risk Underwriter Quality Assurance Specialist
1 month ago
Holmdel, New Jersey, United States Guardian Life Full timeAbout the RoleThe Risk Underwriter Quality Assurance Analyst is a key member of our Underwriting Quality Assurance & Compliance Team, responsible for ensuring the accuracy and consistency of our underwriting processes. This role requires a strong understanding of underwriting principles, risk management, and quality assurance methodologies.Key...
-
Construction Manager
2 weeks ago
Holmdel, United States C&G Consulting Services, Inc Full timeThis Job is located either in Holmdel NJ, Morristown NJ or Reading PA. It is a year long contract with extension. Must have experience managing projects that include MEP (mechanical, electrical, plumbing), HVAC, and emergency generators. Job Description: • Support and manage all aspects of the project management life cycle for planning, bidding, awarding...
-
Assurance Manager
4 weeks ago
Holmdel, New Jersey, United States CohnReznick Full timeAbout the RoleWe are seeking an experienced Assurance Manager to join our team in Holmdel, NJ. As a key member of our CHAMP Group, you will be responsible for driving client engagements, reviewing and preparing financial statements, and demonstrating professional creativity in dealing with client matters.ResponsibilitiesDrive client engagements and develop...
-
Assurance Manager
2 weeks ago
Holmdel, New Jersey, United States CohnReznick LLP Full timeAbout CohnReznick LLPCohnReznick LLP is a leading professional services firm that provides audit, tax, and consulting services to a wide range of clients. Our firm is committed to delivering exceptional service and value to our clients, and we are seeking a highly skilled Assurance Manager to join our team.Job SummaryWe are seeking an experienced Assurance...
-
Assurance Manager
4 weeks ago
Holmdel, New Jersey, United States CohnReznick Full timeAbout CohnReznickCohnReznick is a leading professional services firm that provides a wide range of services to clients across various industries. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking an experienced Assurance Manager to join our team in Holmdel, NJ. As an...
-
Assurance Manager
2 weeks ago
Holmdel, New Jersey, United States CohnReznick Full timeAbout CohnReznickCohnReznick is a leading professional services firm that provides a wide range of services to clients across various industries. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking an experienced Assurance Manager to join our team in Holmdel, NJ. As an...
-
Practice Manager
2 months ago
Holmdel, United States HealthEcareers - Client Full timeOur team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It’s also about how we support one another...
-
Client Service Coordinator
4 weeks ago
Holmdel, New Jersey, United States Banfield Full timeJob SummaryWe are seeking a highly skilled and compassionate Client Service Coordinator to join our team at Banfield Pet Hospital. As a key member of our hospital staff, you will play a vital role in ensuring the exceptional care and satisfaction of our clients and their pets.Key ResponsibilitiesDrive the flow of clients and pets through the hospital,...
-
Client Service Coordinator
1 month ago
Holmdel, United States Banfield Pet Hospital Full timeClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients...
-
Client Service Coordinator
5 days ago
Holmdel, United States Banfield Pet Hospital Full timeClient Service CoordinatorSUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets...
