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 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.
Position Summary: The Associate Client Manager - Certificates position is lending to the issuance of insurance certificates and auto id cards for construction company client. The primary role is to interface with commercial risk client account management teams.
Principal Responsibilities:
1. Enters appropriate certificate information into the computer system in an accurate and timely manner.
2. Evaluates compliancy with certificates compared to contractual requirements.
3. Interface with account managers via various methods of communication regarding certificate of insurance coverage questions and/or required policy documentation when needed.
4. Resolves or reports problems encountered immediately, including unreadable data, unacceptable data, equipment malfunctions and any other problems to the appropriate individual.
5. Receives and responds to client inquiries in a prompt and courteous manner.
6. Manage various client specific certificate portals.
7. Provides assistance to other departments as needed.
8. Proficiently perform phone and email follow-up work.
9. Performs other related duties as assigned.
Knowledge, Skills and Abilities Requirements:
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Strong analytical, research and problem-solving skills
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High attention to detail and organization
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Strong verbal and written communications skills
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Customer relations and previous customer service experience preferred
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Ability to multi-task and work effectively in a fast-paced team environment
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Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Education/Experience:
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High School Diploma or equivalent mandatory.
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College Degree and P&C License are desirable -- New Jersey Property Casualty Insurance License required to advance to other areas within Construction Risk Partners.
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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; 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 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.
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What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.
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 our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
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