Relationship Manager, Private Risk - RogersGray

The Baldwin Group - Orleans, MA

Full-time

Orleans, MA

Performing Arts, Spectator Sports, and Related Industries

About the position

The Relationship Manager at RogersGray serves as the primary contact for clients, delivering exceptional client service, technical expertise, and proactive risk management. This role involves anticipating client needs, providing advice on complex risk exposures, and maintaining strong relationships with insurance partners to ensure comprehensive coverage and support for clients.

Responsibilities

• Provides 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 coverages.
• Advises and counsels on complex risk exposures.
• Reviews inspection reports for accuracy on coverage potential loss prevention issues and provides proactive direction to resolve 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, 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 remarketing existing programs to ensure alignment with client 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.

Requirements

• Current Property and Casualty License (or state equivalent) as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions.
• 3+ years of experience in personal insurance including knowledge of insurance company contracts and guidelines, proprietary insurer systems, and claims.