Client Relationship Manager
2 months ago
Job Title: Associate Client Manager
Company: Baldwin Risk Partners
Job Type: Full-time
Location: Remote
Job Category: Insurance
About Us: Baldwin Risk Partners is a risk management partner for rapidly evolving, high-growth companies. Our mission is to create the best possible experience for purchasing insurance and managing risk for your company.
Job Summary:
The Associate Client Manager will manage small business renewal accounts from start to finish. The role requires logging client data, evaluating insurance needs, and helping create effective risk management solutions designed to meet clients' financial goals.
Responsibilities:
- Exclusive Point of Contact for all client renewal processes
- Facilitating the policy marketing, quoting, and underwriting process on renewals
- Delivering accurate quotes that meet or exceed client requests
- Fostering relationships with various insurance carriers and acting as the liaison between current clients and carriers, as well as wholesalers
- Consulting clients on the right insurance coverage as they grow and scale their companies
- Providing exceptional customer service; this includes answering client inquiries and questions in a timely and efficient manner, handling policy changes/endorsements, issuing certificates of insurance
- Updating and improving upon internal information management systems, including Salesforce
- Compiling and preparing all relevant paperwork to bind client insurance policies
Requirements:
- Prior experience in insurance and loves customer service
- Exceptional verbal and written communication skills
- Strong organizational and task prioritization skills
- Proficient in learning new software and technologies, Salesforce experience preferred
- Self-motivated, analytical, ambitious with an entrepreneurial spirit
Education & Experience:
- A Bachelor's degree preferred
- At least 2 years' relevant experience required
- Current P&C license
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