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Associate Client Manager – Innovation Practice
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 general insurance market conditions and the ability to analyze complex risk exposures. Capable of building relationships with key insurance markets and maintaining compliance with state insurance licensing requirements.
Highest-signal resume keywords
Insurance Market KnowledgeRisk AnalysisRelationship BuildingProperty And Casualty LicenseClient Service
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 ManagementAccount ManagementQuote Generation
Soft Skills
Team CollaborationCommunicationProblem SolvingCustomer Service
Certifications & Qualifications
Property And Casualty License
Industry Keywords
InsuranceCarrier RequirementsRenewalsEndorsementsPremium Collection
About the role
Key responsibilities & impact- Serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects
- Provide prompt, efficient, high-quality service for designated accounts
- 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
- Interact with clients, the organization, and Insurance Company Partners with timeliness and completeness
- Receive calls and office visitors requesting quotes, coverage changes, and/or new policies
- Determine acceptability and placement, complete applications or endorsements, and collect premium when applicable
- Review existing accounts for opportunities to solicit additional lines of insurance 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 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 and behavior aligned with corporate culture
- At least 3-5 years of related insurance experience, or associated industry experience
- Obtain and maintain a Property and Casualty 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