Private Client Associate Jobs in Riverside, CA (NOW HIRING)

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 Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.

The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.

The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.

Position Summary: The Associate Client Manager, Commercial Risk serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.

• Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
• Assists in manages all policy activity aspects of assigned accounts including endorsements and invoicing.
• Maintains a concern for timeliness and completeness when interacting with clients, the organization and Insurance Company Partners to minimize potential for errors and omissions claims.
• Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies.
• Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to appropriate leadership.

• 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, 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, exuding behavior that is 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 to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
• Bachelor’s degree preferred

Special Working Conditions: Fast-paced multi-tasking environment.

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.

The starting pay is $68,000-$72,000 annually. Salary is negotiable upon time of hire.

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.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.