Client Manager, Commercial Risk
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 11d ago
The date the source published, not the day we noticed it (2026-09-21). Last seen at its source just now.
We have tracked this listing since 23 Sep 2026 (8 days). The employer's own board has carried it every time we have read it, most recently just now.
Is it remote?
The listing says yes
The location field doesn't say remote, so our assessment is based on the title or the description. Read the listing before applying.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $114k–200k/yr
Middle 50% of 447 listings that do state pay — Legal & Compliance · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workday employer's own board first seen 8d ago · last seen just now
- location not stated
The listing
PRIMARY RESPONSIBILITIES:
Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Compose professional business correspondence via letter, email, and/or other means
Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary.
Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims.
Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company.
Attend client meetings with the Advisor or Director Risk Management, when requested
Assist co-workers in responding to client inquiries or processing work, when needed
Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured.
Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed.
Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes.
Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
KNOWLEDGE, SKILLS & ABILITIES:
Demonstrates effective presentation skills through both verbal and written communications.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs.
Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.
EDUCATION & EXPERIENCE:
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 all required licenses within the first 90 days of employment).
3+ years of experience in a Commercial Account Manager role.
OTHER:
Fast paced, multi-tasking environment.
Travel as 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 accommodation to applicants and colleagues who need them for medical or religious reasons.
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.