Client Manager, Commercial Risk - Construction Practice

Position Summary

The mission is to be an integral part of the Commercial Lines team within our Construction Practice and partner with Advisors, Directors, Risk Management, Client Service Specialists and others in the agency to deliver high level 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.

• Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and communication to all in accordance with company workflows, procedures, and best practices.
• Compose professional business correspondence via letter, email, and/or other means.
• Perform accounting 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 communication skills, cooperating purposefully, and providing information and guidance as needed to achieve company goals.
• 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 day‑to‑day activities of client accounts including policy review, changes and updates, contract review for certificates of processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
• Assist client inquiries via telephone and email, relaying information and follow‑up for timely service to the insured.
• Advise client on coverage and exposure, recommending and placing additional coverage as needed.
• Actively seek referrals from the current client base to solicit new business prospects; follow up to generate new business using prospect database and automation system.
• Cultivate strong relationships with insurance company partners, knowing carrier requirements and attributes.
• Look for opportunities to improve the firm, business segment and processes, and bring issues and discrepancies to the attention of appropriate leadership.

• 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.

• 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.

Fast paced, multi‑tasking environment. Travel as required.

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.

Starting pay for this position is $76,500 - $80,000+; negotiable at offer.

The Baldwin Group 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.