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Position Summary:

The Associate Client Manager, Wrap Up serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.

Principal Responsibilities:

Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.

Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing.

Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims.

Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.

Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.

Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.

Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.

Education, Experience, Skills and Abilities Requirements:

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

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

Demonstrates Firm’s behavioral tenets, exuding behavior that is aligned with corporate culture

At least 3-5 years of related insurance experience, or associated industry experience

Obtain and maintain a 2-20 state insurance license or other 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).Bachelor’s degree preferred

Special Working Conditions:

Fast-paced multi-tasking environment.

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.

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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.