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.
Click here for some insight into our culture!
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.
Skills Required
- At least five years of experience with demonstrated proficiency in account management
- Maintain all licenses required by applicable State Departments of Insurance, or obtain required licenses within the first 90 days
- Strong technical knowledge of general insurance market conditions and insurance carrier underwriting appetites
- Ability to analyze complex risk exposures and insurance coverages and develop recommendations
- Effective verbal and written presentation and communication skills
- Bachelor's degree
- Professional insurance designation, completed or in progress
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
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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