The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.
PRIMARY RESPONSIBILITIES:
Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services.
Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague.
Responsible for the collaboration, communication, and execution of service to ensure service standards are met.
Oversight of system data entry and processing.
Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues.
Complete special projects as assigned.
Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.
Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors.
Assist colleagues as requested.
KNOWLEDGE, SKILLS & ABILITIES:
Demonstrates effective presentation skills through verbal and written communications.
Exhibits excellent client service and problem-solving skills.
Can comfortably work in a team environment.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.
EDUCATION & EXPERIENCE:
A Bachelor’s degree is preferred.
At least 2-5 years’ relevant experience.
Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.
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.