Relationship Manager, Private Risk - Insurance Advisory Solutions - Remote

Overview

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.

In Short

• Provides proactive day-to-day client service by anticipating and evaluating client needs.
• Responds to client questions and issues in person, via email or by telephone.
• Reviews client exposures and loss experience along with current coverages.
• Creates and presents private risk management renewal proposals.
• Understands and leverages the holistic platform including employee benefits and asset protection.
• Cultivates strong relationships with insurance company partners.
• Looks for opportunities to improve the firm and business processes.
• Demonstrates the firm’s core values and aligns behavior with corporate culture.
• Commits to community through volunteer work.
• Must be able to interact effectively with various levels of management.

Requirements

• Bachelor’s degree preferred; professional designations a plus (e.g., CPCU, CIC).
• Holds appropriate Property and Casualty license.
• Strong insurance knowledge of high-net-worth insurance.
• 3 to 5 years of industry experience.
• Experience with insurance company contracts and agency management systems.
• Strong personal insurance experience with high-net-worth clients.
• Ability to work in a fast-paced, multi-tasking environment.
• Strong verbal and written communication skills.
• Intermediate to advanced knowledge of relevant software.
• Demonstrates commitment to the community.

Benefits

• Opportunity to work in a dynamic and award-winning firm.
• Engagement with a highly differentiated culture.
• Access to a vast network of specializations.
• Involvement in meaningful community service.
• Support for professional development and growth.
• Work with a cohesive group of insurance experts.
• Ability to impact clients' lives positively.
• Opportunity for career advancement.
• Competitive benefits package.
• Flexible working conditions.