Client Executive - Insurance Advisory Solutions

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.POSITION SUMMARY:

• A Client Executive's main function is interacting with our clients in a front-line position. The CE will have the experience to handle most client issues and marketing of client's renewals with minimal supervision. The Client Executive's primary purpose is to assist the client Risk Manager and the BRP Advisor manage the account.

PRIMARY RESPONSIBILITIES:

• Providing service to client's Risk Manager by addressing client's needs and delegating those tasks to the internal BRP team as needed. Tasks will vary from answering client's coverage related questions, to reviewing client insurance requirement and indemnity documents to reviewing previously placed policies for accuracy
• Handle marketing of client's policies as they come up for renewal or as new policies are required to be placed. Working with internal BRP team as well as carrier UWs, wholesale brokers and client to assure exposure for placements are accurately and effectively presented to the markets
• Work with internal BRP team to manage Expiring Policy database as renewals arise
• Assist with training Account Manager and Assistant Account Manager

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education: Associate Degree or Technical/Trade School required; Undergraduate/Bachelor’s Degree preferred
• Experience (years and type of experience): 5+ Years in Construction/Residential Insurance Brokerage at a level of Sr. Account Management with client interfacing responsibility required; 7-10+ Years in Construction/Residential Insurance Brokerage preferred
• Certification(s): None required; None preferred
• 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

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Technical Coverage understanding would be very beneficial.
• Client facing skills/experience is necessary.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Typical computer skills as used in the insurance industry
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

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. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• 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.

PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:

• Providing service to client's Risk Manager by addressing client's needs and delegating those tasks to the internal BRP team as needed. Tasks will vary from answering client's coverage related questions, to reviewing client insurance requirement and indemnity documents to reviewing previously placed policies for accuracy
• Handle marketing of client's policies as they come up for renewal or as new policies are required to be placed. Working with internal BRP team as well as carrier UWs, wholesale brokers and client to assure exposure for placements are accurately and effectively presented to the markets
• Work with internal BRP team to manage Expiring Policy database as renewals arise
• Assist with training Account Manager and Assistant Account Manager

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