Sr. Client Manager, Commercial Risk - Found Shield

Founder Shield, powered by The Baldwin Group, is a risk management partner for rapidly evolving, high-growth companies, as well as for small businesses. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future.

POSITION SUMMARY:

• The Senior Client Manager will manage mid to large size business renewal accounts from start to finish. The role requires levaluating insurance needs, contractual requirement analysis, and helping create effective risk management solutions designed to meet clients' financial goals. This includes the broking/quoting for renewals, putting together renewal proposals, and prioritizing client retention and communication.

PRIMARY RESPONSIBILITIES:

• Primary Point of Contact and lead for client renewal processes, handling a book of business consisting of approximately 30 accounts (100 policies).
• Setting an executing strategy meetings with renewal clients to evaluated coverages and needs.
• Facilitating the policy marketing, quoting, and underwriting process on renewals
• Fostering relationships with various insurance carriers and acting as the liaison between current clients and carriers, as well as wholesalers
• Consulting clients on the right insurance coverage as they grow and scale their companies
• When requested, serves as a mentor to new colleagues.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education: Bachelor’s degree and P&C License or working towards a professional insurance designation preferred
• Experience: 5 years’ experience and demonstrated proficiency in Commercial Account Management required;
• 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

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Possesses strong technical knowledge of general insurance coverage, market conditions, and specific insurance carrier underwriting appetites.

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment
• Some travel may be required

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.

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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.