Commercial Risk Account Manager
3 days ago
- Maintain client files accurately and consistently, ensuring proper documentation and communication in accordance with company workflows and procedures.
- Compose professional business correspondence, including letters and emails, to support client relationships and agency operations.
- Perform accounting and math-related functions, such as invoicing and premium allocation, to support client services.
- Monitor claims and maintain up-to-date information in the system, providing guidance and assistance to clients as needed.
- Interact with others effectively, utilizing good communication skills and cooperating to achieve company goals.
- Attend client meetings and assist coworkers in responding to client inquiries and processing work.
- Manage client accounts, including policy review, changes, and updates, as well as contract review and certificate processing.
- Assist clients with inquiries and provide timely service, counseling and advising on coverage and exposure.
- Actively seek referrals and solicit new business opportunities, cultivating strong relationships with insurance company partners.
Requirements:
- Effective presentation skills, with strong verbal and written communication abilities.
- Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook, with ability to learn other software programs.
- Alignment with the firm's core values and corporate culture.
- State insurance license(s), as required, with ability to obtain licenses within the first 90 days of employment.
- 3+ years of experience in a Commercial Account Manager role.
Baldwin Risk Partners is an equal employment opportunity firm, striving to comply with all laws prohibiting discrimination based on protected categories.
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