The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.
POSITION SUMMARY:- The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.
PRIMARY RESPONSIBILITIES:- Performs all Client Manager, Commercial Risk responsibilities as well as:
- Assists in establishing and maintaining appropriate commercial carrier relationships.
- Performs marketing activities for large accounts as assigned.
- Prepares risk maps or peer reviewing risk maps for assigned accounts.
- Coordinates service delivery including developing initial placement/renewal strategy.
- Completes special projects.
- Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.
- When requested, serves as a mentor to new colleagues.
EDUCATION AND EXPERIENCE REQUIREMENTS:- Education: None required; Bachelor's degree and working towards a professional insurance designation preferred
- Experience (years and type of experience): 10 years' experience and demonstrated proficiency in Commercial Account Management required; 10+ years' experience and demonstrated proficiency in Commercial Account Management preferred
- Certification(s): None required; None preferred
- License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:- Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
- Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
- Demonstrates effective presentation skills through verbal and written communications.
- Exhibits excellent client service and problem-solving skills.
- Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments.
- Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:- Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS:SPECIAL WORKING CONDITIONS:- Fast paced multi-tasking environment
- Some travel may be 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 accommodations to applicants and colleagues who need them for medical or religious reasons.
PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:- Performs all Client Manager, Commercial Risk responsibilities as well as:
- Assists in establishing and maintaining appropriate commercial carrier relationships.
- Performs marketing activities for large accounts as assigned.
- Prepares risk maps or peer reviewing risk maps for assigned accounts.
- Coordinates service delivery including developing initial placement/renewal strategy.
- Completes special projects.
- Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.
- When requested, serves as a mentor to new colleagues.
MANAGEMENT AND SUPERVISORY SCOPE:FINANCIAL AND BUDGET ACCOUNTABILITY: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.
