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Associate Client Manager, Commercial Risk – Insurance Advisory Solutions
The Baldwin Group. Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong technical knowledge of insurance market conditions and underwriting appetites while effectively managing client relationships and policy activities. Capable of analyzing complex risk exposures and providing tailored recommendations to enhance client coverage.
Highest-signal resume keywords
Insurance Market KnowledgeRisk AnalysisClient Relationship Management2-20 State Insurance LicensePolicy Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk ManagementInsurance UnderwritingPolicy EndorsementsPremium CollectionAccount Review
Soft Skills
Relationship BuildingTeam CollaborationCommunication
Certifications & Qualifications
2-20 State Insurance License
Industry Keywords
Insurance IndustryCarrier RequirementsRenewalsCoverage ChangesClaims Management
About the role
Key responsibilities & impact- Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects
- Gather information and risk management recommendations for renewals
- Deliver renewals and/or binders as needed
- Assist in managing policy activity for assigned accounts, including endorsements and invoicing
- Maintain timeliness and completeness in interactions to minimize potential errors and omissions claims
- Receive calls and office visitors requesting quotes, coverage changes, and/or new policies
- Determine acceptability and placement, complete applications or endorsements, and collect premiums when applicable
- Review existing accounts for additional insurance lines and solicit them by mail and/or phone before renewal
- Cultivate relationships with Insurance Company Partners and maintain knowledge of carrier requirements and attributes
- Identify opportunities to improve the firm, business segment, and processes
- Escalate issues and discrepancies to appropriate leadership
Requirements
What you’ll need- 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 and existing insurance coverages and develop appropriate recommendations
- Ability to work as part of a team of professionals and build relationships with other Firm business segments
- Demonstrates Firm’s behavioral tenets and behavior aligned with corporate culture
- At least 3–5 years of related insurance experience or associated industry experience
- Obtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment
- Bachelor’s degree preferred
Benefits
Comp & perks- Remote work
- Full-time employment