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Surety Client Manager - Construction Practice - Remote

Posted 3 weeks ago
Sales / Business
Full Time
USA

Overview

The Baldwin Group is an award-winning insurance brokerage firm delivering tailored insurance and risk management solutions to clients across the U.S. and abroad. The Surety Client Manager will play a pivotal role in maintaining client relationships and ensuring high-quality service delivery.

In Short

  • Maintain accurate client files and documentation.
  • Compose professional business correspondence.
  • Perform accounting functions including invoicing.
  • Monitor and communicate claims information.
  • Assist clients with inquiries and provide guidance.
  • Manage day-to-day activities of client accounts.
  • Cultivate relationships with insurance partners.
  • Seek out referrals to generate new business.
  • Demonstrate effective presentation skills.
  • Travel as required for client meetings.

Requirements

  • 3-5+ years of experience in a Commercial Account/Client Manager role.
  • Previous experience in executing bonds is required.
  • Intermediate to advanced knowledge of Microsoft Office.
  • Ability to obtain state insurance licenses as required.
  • Effective verbal and written communication skills.

Benefits

  • Opportunity to work in a fast-paced, dynamic environment.
  • Engage with a cohesive group of experts in the field.
  • Supportive company culture promoting professional growth.
  • Comprehensive benefits package.

B.G.C

Baldwin Group Colleague

The Baldwin Group, previously known as Baldwin Risk Partners, is a national firm specializing in business insurance, employee benefits, retirement planning, and personal insurance. Established in 2011, the company has grown from a local business to a significant player in the insurance industry, serving over two million clients across the United States. With a commitment to providing tailored solutions, The Baldwin Group empowers clients to navigate various life stages, from renting their first apartment to launching a small business or going public. The company prides itself on delivering exceptional service and innovative insurance solutions, ensuring clients have the peace of mind to pursue their goals and aspirations.

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