The Baldwin Group Logo

The Baldwin Group

Client Manager, Commercial Risk - Insurance Advisory Solutions

Job Posted 2 Days Ago Posted 2 Days Ago
Be an Early Applicant
Seattle, WA
69K Annually
Mid level
Seattle, WA
69K Annually
Mid level
The Client Manager manages daily client accounts, engages in policy reviews, coordinates with insurance companies, and resolves client inquiries while maintaining documentation. This role emphasizes relationship building with clients and insurance partners, ensuring efficient service delivery and compliance with regulations.
The summary above was generated by AI

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.

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:
Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
Responsible for assisting in establishing and maintaining appropriate carrier relationships
Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
Stay informed on regulatory changes
Completes special projects as assigned
Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership
Serves as a mentor to colleagues as requested
KNOWLEDGE, SKILLS & ABILITIES:
Ability to forge relationships with key insurance markets and carrier representatives
Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
Must have strong Excel skills, ability to create and manage large spreadsheets of data
Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
Ability to work as part of a team of professionals and build relationships with other Firm business segments
EDUCATION & EXPERIENCE:
At least 4 years' of related insurance experience, or associated industry experience
Bachelor's degree preferred
Obtain and maintain a state insurance license(s), 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 al required licenses within the first 90 days of employment)

The starting pay is $69,300+ annually. Salary is negotiable upon time of hire.

#LI-MD1

#LI-hybrid

IND1

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.

Similar Jobs

7 Hours Ago
Seattle, WA, USA
362K-394K Annually
Expert/Leader
362K-394K Annually
Expert/Leader
Artificial Intelligence • Information Technology • Natural Language Processing • Software • Business Intelligence • Generative AI
As Vice President of Go-To-Market Systems at Qualtrics, you will lead the development and management of the GTM technology stack, ensuring effective support for sales and marketing teams. Responsibilities include overseeing systems strategy and integration, managing data governance, and leading cross-functional collaboration to drive efficiency and scalability in GTM operations.
9 Hours Ago
Seattle, WA, USA
116K-189K Annually
Senior level
116K-189K Annually
Senior level
Healthtech • Social Impact
The Global Payments Manager is responsible for overseeing the work distribution within the Global Payments team, ensuring efficient execution of payment processes, collaborating with cross-functional teams for process improvements, managing project support related to global payments, and ensuring compliance with regulations while maintaining high standards of customer service.
12 Hours Ago
Seattle, WA, USA
105K-172K Annually
Senior level
105K-172K Annually
Senior level
Healthtech • Social Impact
The Senior Associate on the Global Payroll team will oversee U.S. and global payroll processing, ensuring accurate calculation of wages, tax withholdings, and compliance with governmental reporting. This role involves managing payroll updates, maintaining accurate records, facilitating audits, and optimizing payroll systems across multiple regions while collaborating with various teams.

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account