Licensed Account Manager - Commercial Lines

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.

Summary:

The Account Manager serves as a technical resource and relationship manager for Commercial Line clients. Account Managers work closely with Account Analysts, Account Consultants, Risk Advisors and insurance company partners while providing prompt, efficient and high-quality client service for designated accounts.

Principal Responsibilities:

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

Assists in managing policy activity of assigned accounts and referring analyst-level tasks to Account Analysts for processing.

Reviews existing accounts to determine if additional lines of insurance should be solicited and provides proposals for these coverages prior to renewal.

Determines acceptability and placement, completes applications and processing of assigned renewal accounts.

Presents renewal risks to the insurance marketplace for quoting.

Handles complex contract requirements and/or client service needs when they exceed Account Analyst capabilities.

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

Keep management system current, documenting all client and carrier correspondence in accordance with established procedures so that all account stakeholders can access current status and history of accounts.

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.

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

Education, Experience, Skills and Abilities Requirements:

At least 2 years of related insurance experience, or associated industry experience

Current 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.

Bachelor’s degree preferred.

CIC certification preferred.

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

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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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.