Attend client meetings with the Advisor or Director Risk Management, when requested * Assist co-workers in responding to client inquiries or processing work, when needed * Manage the day-to-day ...
Attend client meetings with the Advisor or Director Risk Management, when requested * Assist co-workers in responding to client inquiries or processing work, when needed * Manage the day-to-day ...
Attend client meetings with the Advisor or Director Risk Management, when requested * Assist co-workers in responding to client inquiries or processing work, when needed * Manage the day-to-day ...
Attend client meetings with the Advisor or Director Risk Management, when requested * Assist co-workers in responding to client inquiries or processing work, when needed * Manage the day-to-day ...
Senior Estimator
Houston, TX ยท On-site
Develop risk registers and assist risk review process Review commercial terms and conditions and ... Estimate general conditions, indirect costs and review with project management team. Responsible ...
Senior Estimator
Houston, TX ยท On-site
Develop risk registers and assist risk review process Review commercial terms and conditions and ... Estimate general conditions, indirect costs and review with project management team. Responsible ...
Attend client meetings with the Advisor or Director Risk Management, when requested * Assist co-workers in responding to client inquiries or processing work, when needed * Manage the day-to-day ...
Attend client meetings with the Advisor or Director Risk Management, when requested * Assist co-workers in responding to client inquiries or processing work, when needed * Manage the day-to-day ...
Risk Coordinator
Sugar Land, TX ยท On-site
$40K - $55K/yr
... risk management, insurance, or claims. Key Responsibilities - Support claims intake, documentation, and file organization for workers' compensation, general liability, and property incidents - Assist ...
Risk Coordinator
Sugar Land, TX ยท On-site
$40K - $55K/yr
... risk management, insurance, or claims. Key Responsibilities - Support claims intake, documentation, and file organization for workers' compensation, general liability, and property incidents - Assist ...
Sr. Security Risk Analyst
Houston, TX ยท On-site
... * Assist with vulnerability, risk, and security assessments of networks, hardware, and software. * Develops, implements, and maintain security risk management processes that enable security risks to ...
Sr. Security Risk Analyst
Houston, TX ยท On-site
... * Assist with vulnerability, risk, and security assessments of networks, hardware, and software. * Develops, implements, and maintain security risk management processes that enable security risks to ...
Sr. Security Risk Analyst
Houston, TX ยท On-site
... * Assist with vulnerability, risk, and security assessments of networks, hardware, and software. * Develops, implements, and maintain security risk management processes that enable security risks to ...
Sr. Security Risk Analyst
Houston, TX ยท On-site
... * Assist with vulnerability, risk, and security assessments of networks, hardware, and software. * Develops, implements, and maintain security risk management processes that enable security risks to ...
We are available 24 hours a day, seven days a week to assist you and answer your questions about ... The Director, Risk Management is responsible for clinical identification, risk evaluation and ...
We are available 24 hours a day, seven days a week to assist you and answer your questions about ... The Director, Risk Management is responsible for clinical identification, risk evaluation and ...
We are available 24 hours a day, seven days a week to assist you and answer your questions about ... The Director, Risk Management is responsible for clinical identification, risk evaluation and ...
We are available 24 hours a day, seven days a week to assist you and answer your questions about ... The Director, Risk Management is responsible for clinical identification, risk evaluation and ...
Ensure documentation and analysis meet regulatory, audit, and internal risk management standards. * Assist with special projects, regulatory exams, internal audits, and ad hoc risk initiatives as ...
Ensure documentation and analysis meet regulatory, audit, and internal risk management standards. * Assist with special projects, regulatory exams, internal audits, and ad hoc risk initiatives as ...
... * Assist in the identification, creation and marketing of analytic reports including creating ... Strong organization and time management skills, including ability to manage multiple tasks and ...
... * Assist in the identification, creation and marketing of analytic reports including creating ... Strong organization and time management skills, including ability to manage multiple tasks and ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
Assistant Product Manager
Houston, TX ยท On-site
Assistant Product Manager - Data Center Infrastructure Position Overview: The Assistant Product ... Implement risk management processes and document lessons learned. Coordinate with the Service ...
Assistant Product Manager
Houston, TX ยท On-site
Assistant Product Manager - Data Center Infrastructure Position Overview: The Assistant Product ... Implement risk management processes and document lessons learned. Coordinate with the Service ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
Senior Manager of Technical Operations Position Summary : VoltaGrid is seeking a Cybersecurity Risk ... * Assist in developing and maintaining security awareness and policy training programs. * Produce ...
For litigation management, the Risk Attorney position coordinates HM witnesses and defendants ... PA - Physician Assistant - State Licensure or * RN - Registered Nurse - Texas State Licensure ...
For litigation management, the Risk Attorney position coordinates HM witnesses and defendants ... PA - Physician Assistant - State Licensure or * RN - Registered Nurse - Texas State Licensure ...
Assistant Property Manager - Houston
Houston, TX ยท On-site
$17.75 - $24/hr
Support Property Managers in annual budget preparation and development. * Assist Property Managers ... Awareness of safety, risk management, and preventative maintenance procedures. * Advanced customer ...
Assistant Property Manager - Houston
Houston, TX ยท On-site
$17.75 - $24/hr
Support Property Managers in annual budget preparation and development. * Assist Property Managers ... Awareness of safety, risk management, and preventative maintenance procedures. * Advanced customer ...
Assistant Property Manager - Houston
Houston, TX ยท On-site
$17.75 - $24/hr
Support Property Managers in annual budget preparation and development. * Assist Property Managers ... Awareness of safety, risk management, and preventative maintenance procedures. * Advanced customer ...
Assistant Property Manager - Houston
Houston, TX ยท On-site
$17.75 - $24/hr
Support Property Managers in annual budget preparation and development. * Assist Property Managers ... Awareness of safety, risk management, and preventative maintenance procedures. * Advanced customer ...
Assistant Branch Manager
Houston, TX ยท On-site
Compliance and Risk Management Support adherence to banking regulations and internal policies. Assist with audits, security controls, Bank Secrecy Act requirements, operational procedures, and branch ...
Assistant Branch Manager
Houston, TX ยท On-site
Compliance and Risk Management Support adherence to banking regulations and internal policies. Assist with audits, security controls, Bank Secrecy Act requirements, operational procedures, and branch ...
Assistant Risk Manager information
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Client Manager, Commercial Risk - Insurance Advisory Solutions, SW Region
Houston, TX โข On-site
Full-time
Re-posted 9 days ago
Key responsibilities
Maintain client files in the Agency Management System and ensure proper documentation and communication.
Manage the day-to-day activities of client accounts, including policy review, updates, contract review, and preparing renewal documents.
Assist with client inquiries, provide coverage advice, and seek new business opportunities through referrals and follow-up.
Job description
The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.
PRIMARY RESPONSIBILITIES:
- Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
- Compose professional business correspondence via letter, email, and/or other means
- Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
- Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
- Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
- Attend client meetings with the Advisor or Director Risk Management, when requested
- Assist co-workers in responding to client inquiries or processing work, when needed
- Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance.
- Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
- Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
- Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
- Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
- Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
KNOWLEDGE, SKILLS & ABILITIES:
- Demonstrates effective presentation skills through both verbal and written communications.
- Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
- Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.
EDUCATION & EXPERIENCE:
- Possess TX Property and Casualty License
- 3+ years of experience in a Commercial Account Manager role.
OTHER:
- Fast paced, multi-tasking environment.
- Travel as required.
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.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.