Client Manager, Commercial Risk - Insurance Advisory Solutions

Company: Vibrant-USA
Location: Seattle
Posted on: March 29, 2025

Job Description:

Client Manager, Commercial Risk - Insurance Advisory SolutionsClient Manager, Commercial Risk - Insurance Advisory SolutionsApply remote type Hybrid locations Seattle, Washington, US time type Full time posted on Posted 3 Days Ago job requisition id JR107384The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we've evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what's possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey.The 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 agency personnel to maintain accounts and promote a positive working environment.PRIMARY RESPONSIBILITIES:

• Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
• Responsible for assisting in establishing and maintaining appropriate carrier relationships.
• Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
• Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy.
• Stay informed on regulatory changes.
• Completes special projects as assigned.
• Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.
• Serves 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 insurance carrier underwriting appetites.
• Must have strong Excel skills, 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.
• Ability to work as part of a team of professionals and build relationships with other Firm business segments.EDUCATION & EXPERIENCE:
• At least 4 years' of related insurance experience, or associated industry experience.
• Bachelor's degree preferred.
• 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).The starting pay is $69,300+ annually. Salary is negotiable upon time of hire.About UsThe Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we've evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.At The Baldwin Group, we provide solutions so our clients can pursue what's possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.
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Keywords: Vibrant-USA, Seattle , Client Manager, Commercial Risk - Insurance Advisory Solutions, Executive , Seattle, Washington