The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
60 Baldwin Client Relationship Manager Jobs Hiring Near You
The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll ...
As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll ...
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Northeast Region
Philadelphia, PA ยท Hybrid
$135K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... Manages client relationships with goal of developing first call status for all insurance planning ...
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Northeast Region
Philadelphia, PA ยท Hybrid
$135K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... Manages client relationships with goal of developing first call status for all insurance planning ...
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Northeast Region
Bethesda, MD ยท Hybrid
$135K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... Manages client relationships with goal of developing first call status for all insurance planning ...
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Northeast Region
Bethesda, MD ยท Hybrid
$135K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... Manages client relationships with goal of developing first call status for all insurance planning ...
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Northeast Region
Leesburg, VA ยท Hybrid
$135K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... Manages client relationships with goal of developing first call status for all insurance planning ...
Sr Client Executive, Commercial Risk - Insurance Advisory Solutions, Northeast Region
Leesburg, VA ยท Hybrid
$135K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... Manages client relationships with goal of developing first call status for all insurance planning ...
... Management System and/or other CRM-related software #LI-NS1 IMPORTANT NOTICE:This position ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
... Management System and/or other CRM-related software #LI-NS1 IMPORTANT NOTICE:This position ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Retirement Consultant - The Baldwin Group Financial Services
Irvine, CA ยท Hybrid
$110K/yr
Develop and maintain relationships with key retirement plan sponsors with a focus on client ... Maintain and update CRM on existing customers on a real time basis * Strong quantitative and ...
Retirement Consultant - The Baldwin Group Financial Services
Irvine, CA ยท Hybrid
$110K/yr
Develop and maintain relationships with key retirement plan sponsors with a focus on client ... Maintain and update CRM on existing customers on a real time basis * Strong quantitative and ...
Responsible for assisting in maintenance of appropriate client relationships through customer ... Oversight of system data entry and processing. * Responsible for client audits; recording minutes ...
Responsible for assisting in maintenance of appropriate client relationships through customer ... Oversight of system data entry and processing. * Responsible for client audits; recording minutes ...
Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
Dallas, TX ยท On-site +1
$75K - $102K/yr
Manages client relationships with goal of developing first call status for all insurance planning ... Ability to learn appropriate insurance company and firm software systems. * Demonstrates the ...
Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
Dallas, TX ยท On-site +1
$75K - $102K/yr
Manages client relationships with goal of developing first call status for all insurance planning ... Ability to learn appropriate insurance company and firm software systems. * Demonstrates the ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Client Manager, Commercial Risk - Construction Practice
Branchburg, NJ ยท On-site
$76K - $80K/yr
... system. * Cultivates strong relationships with insurance company partners is responsible for ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Client Manager, Commercial Risk - Construction Practice
Branchburg, NJ ยท On-site
$76K - $80K/yr
... system. * Cultivates strong relationships with insurance company partners is responsible for ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
... system. * Cultivates strong relationships with insurance company partners is responsible for ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
... system. * Cultivates strong relationships with insurance company partners is responsible for ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Client Executive - Commerical
Tustin, CA ยท On-site
$80K - $109K/yr
Designations preferred, including CPCU, CIC, CRM, or ARM. IMPORTANT NOTICE: This position ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Client Executive - Commerical
Tustin, CA ยท On-site
$80K - $109K/yr
Designations preferred, including CPCU, CIC, CRM, or ARM. IMPORTANT NOTICE: This position ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
... system. * Cultivates strong relationships with insurance company partners is responsible for ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
... system. * Cultivates strong relationships with insurance company partners is responsible for ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Designations preferred, including CPCU, CIC, CRM, or ARM. * Demonstrates the organization's core ... The Baldwin Group will not accept unsolicited resumes from any source other than directly from a ...
Senior Client Executive - Commercial - Real Estate
$83K - $113K/yr
CPCU, CIC, CRM, or ARM. KNOWLEDGE, SKILLS, AND ABILITIES: * Excellent verbal and written ... TECHNICAL, COMPUTER, SYSTEM SKILLS: * Intermediate to advanced knowledge of Microsoft applications:
Senior Client Executive - Commercial - Real Estate
$83K - $113K/yr
CPCU, CIC, CRM, or ARM. KNOWLEDGE, SKILLS, AND ABILITIES: * Excellent verbal and written ... TECHNICAL, COMPUTER, SYSTEM SKILLS: * Intermediate to advanced knowledge of Microsoft applications:
CPCU, CIC, CRM, or ARM. KNOWLEDGE, SKILLS, AND ABILITIES: * Excellent verbal and written ... TECHNICAL, COMPUTER, SYSTEM SKILLS: * Intermediate to advanced knowledge of Microsoft applications:
CPCU, CIC, CRM, or ARM. KNOWLEDGE, SKILLS, AND ABILITIES: * Excellent verbal and written ... TECHNICAL, COMPUTER, SYSTEM SKILLS: * Intermediate to advanced knowledge of Microsoft applications:
Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region
Holmdel, NJ ยท Hybrid
$90K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on ...
Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region
Holmdel, NJ ยท Hybrid
$90K/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm ... The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on ...
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Job description
PRIMARY RESPONSIBILITIES:
Performs all Account Manager responsibilities as well as:
Assists in establishing and maintaining appropriate carrier relationships.
Performs marketing activities for large accounts as assigned.
Prepares risk maps or peer reviewing risk maps for assigned accounts.
Coordinates service delivery including developing initial placement/renewal strategy.
Completes special projects.
Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.
When requested, serves as a mentor to new colleagues.
KNOWLEDGE, SKILLS & ABILITIES:
Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
Exhibits excellent client service and problem-solving skills.
Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.
EDUCATION & EXPERIENCE:
A Bachelor's degree is preferred, and either has, or is working towards, a professional insurance designation.
Must possess at least five years' experience and demonstrated proficiency in Account Management.
License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required
Demonstrates effective presentation skills through verbal and written communications.
Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture.
OTHER:
Fast paced multi-tasking environment
Some travel may be 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.