Client Manager, Surety - Construction Practice

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.

S. and abroad.

The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.

The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Position Summary

The mission is to be an integral part of the Surety Team within our Construction Practice/Insurance Advisory Solutions group and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of 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.

• Primary Responsibilities
• Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Compose professional business correspondence via letter, email, or other means.
• Capable of performing accounting/math 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, providing information and guidance, as needed, to achieve the goals of the company.
• Attend client meetings with the Advisor or Director Risk Management when requested.
• Assist coworkers in responding to client inquiries or processing work when needed.
• Manage the day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract review for certificates 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.
• Counsel and advise client on coverage and exposure, recommending and placing additional coverage as needed.
• Actively seek out 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 is responsible for knowing carrier requirements and attributes.
• Look for opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to the attention of appropriate leadership.
• Knowledge, Skills & Abilities
• Demonstrates effective presentation skills through both verbal and written communications.
• Intermediate to advanced knowledge of Microsoft Word, Excel, Power Point, 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.
• Knowledge of Tinubu/Sure Path, i Automate/Erlon, and EPIC is a plus.

Education & Relatable Experience

• Previous experience in executing bonds is required.
• 3-5+ years of experience in a Commercial Account/Client Manager role.
• 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).
• Other
• Fast paced, multi-tasking environment.
• Travel as required/needed.
• 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 accommodation to applicants and colleagues who need them for medical or religious reasons.

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