Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
About the role
- Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
Responsibilities
- Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
- Manages all policy activity aspects of assigned accounts including endorsements and invoicing.
- Presents new business and renewal risks to the insurance marketplace for quoting.
- Maintains concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims.
- Responsible for developing deep understanding of assigned accounts and placement strategy.
- Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.
Requirements
- A Bachelor’s degree is preferred.
- At least 2 years’ relevant experience.
- Current P&C license as required by the State Department of Insurance or be willing to obtain all required licenses.
- Demonstrates effective presentation skills through verbal and written communications.
- Possesses 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.
Benefits
- Health insurance
- Employee Benefits
- Paid time off
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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