Relationship Manager, Private Risk Management

The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.Principal ResponsibilitiesProvides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone.Reviews client exposures, underwriting memo, loss experience along with current coveragesAdvises and counsels on complex risk exposures.Reviews inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims.Creates and presents private risk management renewal proposals and agendas to existing clients and conducts annual interactive reviews, when needed.Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection.Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes.Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims.Serves as a market placement specialist by often remarketing existing programs to ensure we are keeping pace with clients needs.Remains up to date on industry offerings and makes proactive recommendations to clients.Demonstrates strong organizational skills with high attention to detail.Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.Knowledge, Skills And AbilitiesCurrent P&C License (or state equivalent), 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 all required licenses within their first 90 days of employment.College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc.Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge.The starting pay is $70,000 salary. Salary is negotiable upon time of offerThe Baldwin Group is an equal opportunity employer and welcomes applications from diverse candidates. #J-18808-Ljbffr

Created: 2025-10-05