Associate Client Manager

5 months ago

Norwich, United Kingdom Baldwin Risk Partners Full time
Founder Shield is a risk management partner for rapidly evolving, high-growth companies. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future.

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. This includes the broking/quoting for renewals, prioritizing client retention and communication, as well as the operational tasks required to complete binding and policy management. The Associate Client Manager on the BSB (Baldwin Small Business) team will be responsible for all marketing, client communication, binding coverage, endorsements, and policy data logging for accounts less than $3,000 in revenue. The goal is to satisfy the needs of these smaller clients and retain them year over year.

PRIMARY RESPONSIBILITIES:

Exclusive Point of Contact for all client renewal processesFacilitating the policy marketing, quoting, and underwriting process on renewalsDelivering accurate quotes that meet or exceed client requestsFostering relationships with various insurance carriers and acting as the liaison between current clients and carriers, as well as wholesalersConsulting clients on the right insurance coverage as they grow and scale their companiesProviding exceptional customer service; this includes answering client inquiries and questions in a timely and efficient manner, handling policy changes/endorsements, issuing certificates of insuranceUpdating and improving upon internal information management systems, including SalesforceCompiling and preparing all relevant paperwork to bind client insurance policies

KNOWLEDGE, SKILLS & ABILITIES:

Prior experience in insurance and loves customer serviceExceptional verbal and written communication skillsStrong organizational and task prioritization skillsProficient in learning new software and technologies, Salesforce experience preferredSelf-motivated, analytical, ambitious with an entrepreneurial spirit

EDUCATION & EXPERIENCE:

A Bachelor’s degree preferredAt least 2 years’ relevant experience requiredCurrent P&C license

#LI-DL1

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.

Click for some insight into our culture

  • Senior/Principal Associate

    7 months ago

    Norwich, United Kingdom Mills & Reeve Full time

    Senior/Principal Associate ¿ Private Client Norwich What does the role involve? We are looking for an enthusiastic, first class associate to join our fast growing leading Private Client Team. This role will be based in Norwich, with occasional travel to our London and Cambridge offices.  You would work alongside the Norwich partners on...

  • Associate - Valuation and Estate Management

    6 months ago

    Norwich, United Kingdom Norse Group Full time

    **Associate - Valuation & Estates Management** **Up to £59,095 depending on experience** As the Associate - Valuation and Estates Management you will be responsible for supporting the Associate Director in managing property professional and technical staff specialising in property management. **Main Responsibilities will include**: - Ensuring the...

  • Associate - Valuation and Estate Management

    7 months ago

    Norwich, United Kingdom Norse Group Full time

    **Associate - Valuation & Estates Management** **Up to £56,000 DOE** As the Associate - Valuation and Estates Management you will be responsible for supporting the Associate Director in managing property professional and technical staff specialising in property management. **Main Responsibilities will include**: - Ensuring the effective day to day...

  • Associate - Chartered Surveyor

    6 months ago

    Norwich, United Kingdom Norse Group LTD Full time

    **Associate - Valuation & Estates Management** **Up to £60,867.97 depending on experience** As the Associate - Valuation and Estates Management you will be responsible for supporting the Associate Director in managing property professional and technical staff specialising in property management. **Main Responsibilities will include**: - Ensuring the...

  • Risk Management Associate

    2 weeks ago

    Norwich, Norfolk, United Kingdom Employment Specialists Ltd Full time

    About the Role: Employment Specialists Ltd seeks a Risk Management Associate to join their team. This role involves managing commercial insurance accounts, analyzing risk assessments, and fostering strong relationships with clients and insurers.Key Responsibilities:Conduct thorough risk analyses to ensure accurate client records and informed...

  • Client Experience Associate

    7 months ago

    Norwich, United Kingdom AnywhereWorks Full time

    -Job details Our mission is to help the world work Anywhere, and we’re excited to share a new opportunity to join our Client Experience team. At AnywhereWorks, our customers are the hero. In this fast-paced role, you’ll be at the forefront of supporting small-medium sized businesses, across a range of industries. As a purpose-driven organisation, we...

  • Client Services Associate

    4 days ago

    Norwich, Norfolk, United Kingdom Austin Fraser Full time

    **Job Summary**Austin Fraser is seeking a skilled Client Services Administrator to join our Norwich team. The successful candidate will provide administrative support, draft correspondence and reports, and manage case diaries.**Responsibilities and Requirements**Excellent organizational and communication skillsAbility to work well under pressureStrong...

  • Associate Director

    3 weeks ago

    Norwich, United Kingdom Carrington West Full time

    Associate Planning Director Norfolk Private Planning Consultancy Up to £65,000 plus benefits.   Are you a commercially minded planner with strong leadership skills looking to step into a senior role? We are partnering with a renowned multi-disciplinary planning consultancy that is seeking an Associate Planning Director (or ambitious Associate ready...

  • Client Support Associate

    22 hours ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Join Our TeamWe are seeking a talented and ambitious individual to join our team as a Financial Planning Assistant/Administrator at Service Service Employment Agency Limited. As a key member of our team, you will have the opportunity to develop your skills and contribute to the success of our company.Job DescriptionThe Financial Planning...

  • Associate Director

    5 days ago

    Norwich, United Kingdom Carrington West Full time

    Associate Planning Director Norfolk Private Planning Consultancy Up to £65,000 plus benefits.Are you a commercially minded planner with strong leadership skills looking to step into a senior role?We are partnering with a renowned multi-disciplinary planning consultancy that is seeking an Associate Planning Director (or ambitious Associate ready for the next...

  • Associate Director

    2 months ago

    Norwich, United Kingdom Carrington West Full time

    Associate Planning Director Norfolk Private Planning Consultancy Up to £65,000 plus benefits.   Are you a commercially minded planner with strong leadership skills looking to step into a senior role? We are partnering with a renowned multi-disciplinary planning consultancy that is seeking an Associate Planning Director (or ambitious Associate ready for the...

  • Associate Director

    3 months ago

    Norwich, United Kingdom CV-Library Full time

    Associate Planning Director Norfolk Private Planning Consultancy Up to £65,000 plus benefits.   Are you a commercially minded planner with strong leadership skills looking to step into a senior role? We are partnering with a renowned multi-disciplinary planning consultancy that is seeking an Associate Planning Director (or ambitious Associate...

  • Client Manager

    3 weeks ago

    Norwich, United Kingdom Nxtgen Recruitment Full time

    NXTGEN is working with an outstanding practice in Norwich to aid in their search for a new Client Manager. In this role, you'll join a dynamic, non-traditional practice known for its exceptional accounting and advisory services tailored to a diverse local clientele. With significant, organic growth in recent years, the team is seeking an experienced...

  • Client Manager

    3 weeks ago

    Norwich, United Kingdom Nxtgen Recruitment Full time

    NXTGEN is working with an outstanding practice in Norwich to aid in their search for a new Client Manager.In this role, you'll join a dynamic, non-traditional practice known for its exceptional accounting and advisory services tailored to a diverse local clientele.With significant, organic growth in recent years, the team is seeking an experienced...

  • Client Manager

    4 weeks ago

    Norwich, United Kingdom CV-Library Full time

    NXTGEN is working with an outstanding practice in Norwich to aid in their search for a new Client Manager. In this role, you'll join a dynamic, non-traditional practice known for its exceptional accounting and advisory services tailored to a diverse local clientele. With significant, organic growth in recent years, the team is seeking an experienced...

  • Client Services Associate

    4 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Your Role:In this role, you will play a key part in supporting our team's day-to-day activities. This includes drafting letters and reports, maintaining accurate records, and providing exceptional customer service.Responsibilities:Drafting and sending correspondence to clients and stakeholdersUpdating and maintaining client records and databasesCoordinating...

  • Client Manager

    11 hours ago

    Norwich, United Kingdom NXTGEN Recruitment Full time

    NXTGEN is delighted to be working with an exceptional, forward-thinking practice in Norwich to recruit a Client Manager. This is a fantastic opportunity to join a dynamic and non-traditional practice known for delivering tailored accounting and advisory services to a diverse local client base. Following significant organic growth in recent years, the team is...

  • Client Manager

    10 hours ago

    Norwich, United Kingdom NXTGEN Recruitment Full time

    NXTGEN is delighted to be working with an exceptional, forward-thinking practice in Norwich to recruit a Client Manager. This is a fantastic opportunity to join a dynamic and non-traditional practice known for delivering tailored accounting and advisory services to a diverse local client base. Following significant organic growth in recent years, the team is...

  • Associate Client Executive, Commercial Risk

    5 months ago

    Norwich, United Kingdom Baldwin Risk Partners Full time

    RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to youPOSITION SUMMARY:The Associate...

  • Waste Management Transport Associate

    2 months ago

    Norwich, Norfolk, United Kingdom Accelerate Personnel Ltd Full time

    Accelerate Personnel Ltd is seeking a reliable Waste Management Transport Associate to join our team. As a key member of our logistics team, you will be responsible for ensuring the safe and efficient transportation of goods within the UK.The ideal candidate will have a valid Class 2 Driver license and a strong commitment to customer service. This role will...