客户经理，商业风险
Client Manager, Commercial Risk
负责成为商业险团队的重要一员，与顾问、风险管理部门主管、客户专员等合作，为我们的商业客户提供高水平的服务。该职位需要与客户、保险公司和代理机构人员建立专业的工作关系，以维护账户并促进积极的工作环境。
主要职责：
- 在代理管理系统中准确且一致地维护客户文件；负责文件的正确记录以及按照公司工作流程、程序和最佳实践与相关人员进行沟通
- 通过信件、电子邮件和其他方式撰写专业的商务函件
- 能够执行与会计/数学相关的功能，包括开票、保费分配及其他必要任务
- 按照代理机构的程序监控索赔；向代理机构其他成员传达索赔信息，并在系统中保持最新的索赔信息。在处理索赔时，为被保险人提供指导和协助
- 通过良好的沟通技巧有效与其他人员互动，有目的地协作，按需提供信息和指导，以实现公司的目标
- 在需要时与顾问或风险管理部门主管一起参加客户会议
- 在需要时协助同事回应客户咨询或处理工作
- 管理客户账户的日常事务，包括但不限于保单审查、变更和更新、证书处理合同审查、准备续保文件、营销和协商保险方案、提交超额线保险、审查租赁和与客户保险相关的财务报表
- 通过电话和电子邮件协助客户咨询，传递信息并跟进以及时为被保险人服务
- 就保险范围和风险向客户提供咨询和建议，根据需要推荐并安排额外的保险范围
- 主动从现有客户群体中寻求推荐，以获取新的业务机会；利用潜在客户数据库和自动化系统跟进以产生新业务
- 与保险公司合作伙伴建立牢固的关系，负责了解承保人的要求和特点
- 寻找改进公司、业务部门和流程的机会。发现问题和差异并提出
查看英文原文
The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial 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:
- 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.
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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.
Originally posted on Himalayas