The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.
Principal Responsibilities:
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone.
- Reviews client exposures, underwriting memo, loss experience along with current coverages
- Advises and counsels on complex risk exposures.
- Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims.
- Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed.
- Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection.
- Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes.
- Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims.
- Serves as a market placement specialist by often remarketing existing programs to ensure we are keeping pace with clients needs.
- Remain up to date on industry offering and make pro-active recommendations to clients.
- Demonstrates strong organizational skills with high attention to detail.
- Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
Knowledge, Skills and Abilities:
- Current Property and Casualty License (or state equivalent), 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 their first 90 days of employment.
- College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc.
- Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge.
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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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