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Client Manager at The Baldwin Group, responsible for maintaining client files, composing business correspondence, performing accounting tasks, monitoring claims, attending client meetings, managing client accounts, and cultivating client relationships. Also involves generating new business and improving processes within the firm.
The Client Manager at RogersGray partners with sales and service colleagues to deliver high-level service to clients by managing day-to-day activities of client accounts, establishing carrier relationships, maintaining client files, resolving client issues, and staying informed on regulatory changes.
Client Manager role at The Baldwin Group, responsible for managing day-to-day activities of client accounts, establishing and maintaining carrier relationships, resolving client issues, and coordinating service delivery. Requires 4 years of related insurance experience and a Bachelor's degree.
Integral part of the Commercial Lines team, maintaining client accounts, assisting with claims, client inquiries, and new business prospects. Develops professional relationships with clients and insurance companies. Cultivates strong relationships with insurance partners.
The Client Relations Analyst works with advisors and specialists to analyze client data, evaluate needs, and create risk management solutions. Responsibilities include preparing documents, analyzing data, and assisting with service needs. The role requires 1-2 years of experience in the insurance industry and a current Florida 4-40 License.
The Program Manager will drive the execution of the implementation of Workday Financials and other data systems, working with cross-functional teams and third-party partners to achieve key business objectives through effective program management. Responsibilities include cost management, vendor management, stakeholder alignment, risk assessment, and change management.
The Senior Financial Analyst works with the Finance team and business stakeholders on strategic opportunities, financial modeling, and other financial analysis. They analyze monthly financial results, develop financial/operational reports, and assist in forecasting and planning activities. This position requires 2-4 years of relevant work experience in financial analysis and modeling.
The Sr. Client Manager at RogersGray coordinates carrier relationships, leads service teams on large accounts, and develops placement/renewal strategies. Responsibilities include marketing activities, risk map preparation, service delivery coordination, and mentoring new colleagues. Requires strong technical knowledge of insurance market conditions, client service skills, and proficiency in software programs.
The Risk Mitigation Analytics Leader will be responsible for leading a team of analysts in developing actionable analytics to reduce Costs of Risk. Additionally, they will mentor colleagues in data analysis, manage day-to-day activities, and contribute to the strategic direction of analytics and marketing deliverables.
The Risk Mitigation Analyst will develop data and trend analyses, create exception reporting, presentations, and Key Performance Indicators. They will also possess client service and relationship skills and work in a dynamic, fast-paced environment.
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