The Baldwin Group
Client Manager, Commercial Risk - IAS, Southwest
The Baldwin Group, Rockwall, Texas, United States, 75087
Client Manager, Commercial Risk – The Baldwin Group
The Baldwin Group is an award‑winning entrepreneur‑led insurance brokerage delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance, Employee Benefits, and Asset and Income Protection solutions across the U.S. and abroad. We adopt a holistic and tailored approach to insurance and risk management.
The mission of this role is to partner with sales and service colleagues to deliver high‑level service to our clients, developing professional relationships with clients, insurance companies, and agency personnel, maintaining accounts, and promoting a positive working environment.
Primary Responsibilities
Manage day‑to‑day activities of client accounts, including policy review, changes, and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and maintaining financial statements related to the client's insurance.
Assist in establishing and maintaining appropriate carrier relationships.
Maintain client files in AMS accurately and consistently; ensure proper documentation and communication in accordance with company workflows, procedures, and best practices.
Manage client inquiries and work with insurance partners and internal teams to resolve client issues.
Understand the requirements and attributes of all insurance company partners, maintaining in‑depth knowledge of each partner and their resources.
Coordinate service delivery for accounts, including developing initial placement/renewal strategy.
Stay informed on regulatory changes.
Complete special projects as assigned.
Identify opportunities to improve the firm, business segment, and processes; bring issues and discrepancies to appropriate leadership.
Serve as a mentor to colleagues as requested.
Knowledge, Skills & Abilities
Ability to forge relationships with key insurance markets and carrier representatives.
Strong technical knowledge of general insurance market conditions and specific carrier underwriting appetites.
Proficiency in Excel and ability to create and manage large spreadsheets of data.
Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects.
Team‑player skill; ability to build relationships with other firm business segments.
Education & Experience
At least 4 years of related insurance experience.
Bachelor's degree preferred.
Active Property and Casualty license.
Important Notice This position description is intended to describe the level of work required and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needed. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
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The mission of this role is to partner with sales and service colleagues to deliver high‑level service to our clients, developing professional relationships with clients, insurance companies, and agency personnel, maintaining accounts, and promoting a positive working environment.
Primary Responsibilities
Manage day‑to‑day activities of client accounts, including policy review, changes, and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and maintaining financial statements related to the client's insurance.
Assist in establishing and maintaining appropriate carrier relationships.
Maintain client files in AMS accurately and consistently; ensure proper documentation and communication in accordance with company workflows, procedures, and best practices.
Manage client inquiries and work with insurance partners and internal teams to resolve client issues.
Understand the requirements and attributes of all insurance company partners, maintaining in‑depth knowledge of each partner and their resources.
Coordinate service delivery for accounts, including developing initial placement/renewal strategy.
Stay informed on regulatory changes.
Complete special projects as assigned.
Identify opportunities to improve the firm, business segment, and processes; bring issues and discrepancies to appropriate leadership.
Serve as a mentor to colleagues as requested.
Knowledge, Skills & Abilities
Ability to forge relationships with key insurance markets and carrier representatives.
Strong technical knowledge of general insurance market conditions and specific carrier underwriting appetites.
Proficiency in Excel and ability to create and manage large spreadsheets of data.
Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects.
Team‑player skill; ability to build relationships with other firm business segments.
Education & Experience
At least 4 years of related insurance experience.
Bachelor's degree preferred.
Active Property and Casualty license.
Important Notice This position description is intended to describe the level of work required and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needed. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
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