Associate Client Manager, Commercial Risk

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: The Associate Client Manager - Certificates position is responsible for the issuance of insurance certificates and auto id cards for clients in the construction sector. This role includes communication directly with Client Management teams and Clients. 

Principal Responsibilities:

1. Enters appropriate certificate information in an accurate and timely manner.

2. Evaluates compliance of certificates compared to contractual requirements.

3. Interfaces with account managers via email and phone calls regarding certificate of insurance coverage questions and/or required policy documentation when needed.

4. Resolves or reports problems encountered immediately, including unreadable data, unacceptable data, equipment malfunctions and any other problems to the appropriate individual.

5. Receives and responds to client inquiries in a prompt and courteous manner.

6. Manage various client specific certificate portals.

7. Provides assistance to other departments as needed.

8. Proficiently perform phone and email follow-up work.

9. Performs other related duties as assigned.

Knowledge, Skills and Abilities Requirements:

• Strong analytical, research and problem-solving skills

• High attention to detail and organization

• Strong verbal and written communications skills

• Customer relations and previous customer service experience preferred

• Ability to multi-task and work effectively in a fast-paced team environment

• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

Education/Experience:

• High School Diploma or equivalent is required.

• College Degree and P&C License are desirable -- New Jersey Property Casualty Insurance License required to advance to other areas within The Baldwin Group

• 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

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 accommodation to applicants and colleagues who need them for medical or religious reasons.

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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.