Senior Manager Commercial Insurance Analytics-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.
The Sr. Manager Insurance Analytics will be an expert in Data Analysis and Integrity and be a mentor and teacher of the design and delivery of actionable analytics and reporting. In addition, the candidate should possess skills and knowledge in interpreting data in ways that illuminate client and colleague comprehension with the overall goal of reducing Costs of Risk. The Sr. Manager Commercial Insurance Analytics will also lead and manage the day to day activities of a group of Risk Mitigation Analysts and be responsible for all aspects of their development including their ability to design and deliver actionable analytics to clients, prospects and our internal Colleagues. Senior Manager Commercial Insurance Analytics will also be expected to develop the technical and leadership skills of Risk Mitigation Analysts as well as help with the overall strategic direction of our Analytics and Marketing deliverables.

POSITION SUMMARY:

• The Sr. Manager Insurance Analytics will be an expert in Data Analysis and Integrity and be a mentor and teacher of the design and delivery of actionable analytics and reporting.  In addition, the candidate should possess skills and knowledge in interpreting data in ways that illuminate client and colleague comprehension with the overall goal of reducing Costs of Risk. The Sr. Manager Insurance Analytics will also lead and manage the day to day activities of a group of Risk Mitigation Analysts and be responsible for all aspects of their development including their ability to design and deliver actionable analytics to clients, prospects and our internal Colleagues.  Sr. Manager Insurance Analytics will also be expected to develop the technical and leadership skills of Risk Mitigation Analysts as well as help with the overall strategic direction of our Analytics and Marketing deliverables.

PRIMARY RESPONSIBILITIES:

• Learning and Development of Risk Mitigation Analysts and other Colleagues as deemed appropriate and necessary.
• Manage and lead the day-to-day activities and services of Risk Mitigation Analysts.
• Ensure client satisfaction and acquisition by developing Analytics deliverables that are On the Vanguard in our industry.
• Keep abreast of current trends and advances in analytics and help with overall strategy and creation of actionable client and underwriting analytics.
• Present analytics to Clients and Colleagues in an effective manner that improves understanding of how to lower Costs of Risk.
• Develop a Team of Risk Mitigation Analytics ensuring they have all the tools and skills to deliver our analytics value proposition to clients and colleagues
• Prepare claim analytics that identity risk mitigation opportunities and provide solutions that create favorable client underwriting profiles.
• Produce and/or ensure the timely delivery of all claim analytics deliverables as defined by our stewardship agreements to clients and/or internal colleagues.
• Produce and organize monthly data that is used in the creation of analytical reports.
• Prepare and update Client Dashboards that aid Management in resource allocation.
• Research and report on industry trends with goal of identifying inefficiencies in client strategies and tactics that affect their overall risk profile.
• Develop Key Performance Indicators (KPI’s) that identify areas of strength and opportunity within a book of business and implementing solutions related to Inventory Shrink and
• Serves as a mentor to colleagues as requested.
• Develops an understanding of marketing strategies and contributes to business development and renewal opportunities by attending client meetings to explain The Baldwin Group's approach to Analytics.
• Remains well-informed of industry trends and best practices with regards to analytics and other related deliverables.
• Assist and participate in Client and Firm level training and awareness programs including assessments, presentations and other meetings that builds superior experiences with our clients and colleagues.
• Aid in the Firms claim intake and reporting process when deemed appropriate (hurricane, natural disaster etc.).
• Research and work with vendors as necessary that align with BKS’s overall strategy of providing our clients with the best tools and technology (Origami / PRISM / Zywave).
• Collaborate with business partners, carrier underwriters and Colleagues to deliver exceptional service to our clients.
• Regularly review client risk trends and communicate those trends to clients and colleagues as appropriate.
• Keep up to date and within industry best practices.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Certification(s): None required; AIC/SCLA/CPCU/ARM/LPC certifications preferred
• License(s): None required; None preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Ability to effectively inspire, manage and lead day to day activities of Risk Mitigation Analysts.
• Ability to analyze trends, determine courses of action and present solutions is an important component of this role.
• Ability to motivate and influence colleagues and clients; the role of teacher, trainer, and mentor cannot be overemphasized.
• Help create an environment where open communication is encouraged, and morale is high.
• Works as part of a team of professionals and builds relationships with other firm business segments.
• Communicates verbally and in writing to all levels of the firm and to a diverse group of clients.
• Presents solutions, value propositions and risk mitigation strategies to colleagues, clients, and prospects.
• Reads and interprets documents such as profit and loss statements, safety rules, operating instructions, and procedure manuals.
• Writes routine reports and correspondence.
• Speaks effectively to groups of clients or colleagues of an organization.
• Ability to present solutions, value propositions and risk mitigation strategies to colleagues, clients, and prospects.
• The ability to communicate verbally and in writing to all levels of the company and to a diverse group of clients.
• Develop an understanding of marketing strategies and contribute to business development and renewal opportunities by attending client meetings to explain BKS approach to data analytics and risk mitigation
• Applies common sense understanding to carry out instructions furnished in written, verbal, or diagram form.
• Can deal with problems that involve several variables in standardized situations.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• 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, such as EPIC, BKS PRISM, Origami, Carrier Websites, Zywave, Loss Forecaster, Mod Master, Ring Central, Zoom, etc.

OTHER REQUIREMENTS:

• Knowledge and understanding of the Spanish language, a plus.

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment
• Occasional overnight travel as necessary depending on client needs.

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):

• BRP 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:

• Learning and Development of Risk Mitigation Analysts and other Colleagues as deemed appropriate and necessary.
• Manage and lead the day-to-day activities and services of Risk Mitigation Analysts.
• Ensure client satisfaction and acquisition by developing Analytics deliverables that are On the Vanguard in our industry.
• Keep abreast of current trends and advances in analytics and help with overall strategy and creation of actionable client and underwriting analytics.
• Present analytics to Clients and Colleagues in an effective manner that improves understanding of how to lower Costs of Risk.
• Develop a Team of Risk Mitigation Analytics ensuring they have all the tools and skills to deliver our analytics value proposition to clients and colleagues
• Prepare claim analytics that identity risk mitigation opportunities and provide solutions that create favorable client underwriting profiles.
• Produce and/or ensure the timely delivery of all claim analytics deliverables as defined by our stewardship agreements to clients and/or internal colleagues.
• Produce and organize monthly data that is used in the creation of analytical reports.
• Prepare and update Client Dashboards that aid Management in resource allocation.
• Research and report on industry trends with goal of identifying inefficiencies in client strategies and tactics that affect their overall risk profile.
• Develop Key Performance Indicators (KPI’s) that identify areas of strength and opportunity within a book of business and implementing solutions related to Inventory Shrink and
• Serves as a mentor to colleagues as requested.
• Develops an understanding of marketing strategies and contributes to business development and renewal opportunities by attending client meetings to explain BKS’ approach to Analytics.
• Remains well-informed of industry trends and best practices with regards to analytics and other related deliverables.
• Assist and participate in Client and Firm level training and awareness programs including assessments, presentations and other meetings that builds superior experiences with our clients and colleagues.
• Aid in the Firms claim intake and reporting process when deemed appropriate (hurricane, natural disaster etc.).
• Research and work with vendors as necessary that align with BKS’s overall strategy of providing our clients with the best tools and technology (Origami / PRISM / Zywave).
• Collaborate with Baldwin Krystyn Sherman’s business partners, carrier underwriters and Colleagues to deliver exceptional service to our clients.
• Regularly review client risk trends and communicate those trends to clients and colleagues as appropriate.
• Keep up to date and within industry best practices.

MANAGEMENT AND SUPERVISORY SCOPE:

• Insert

FINANCIAL AND BUDGET ACCOUNTABILITY:

• Yes/No

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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.