Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services
Core
Lead the life insurance and Asset & Income Protection process from initial strategy through policy placement and ongoing service for clients and advisors.
Role type
Associate Client Manager, Individual Insurance
Builds
Customized insurance solutions and carrier strategies
Domain
Insurance brokerage / Individual Life Insurance
Deliverable
client delivery
Required skills
Life insurance underwriting, case design, illustrations, carrier selection, CRM management, policy administration, medical requirements coordination
Preferred skills
Life insurance licensing, Microsoft Office proficiency
Technologies
Redtail CRM, Microsoft Office
Responsibilities
Serve as primary liaison between clients, advisors, and insurance partners; Manage full lifecycle of life insurance cases from illustration to post-issue servicing; Develop customized insurance solutions and carrier strategies; Initiate and coordinate applications with brokerage general agency; Oversee medical requirements and underwriting follow-ups; Maintain accurate and compliant documentation within CRM systems.
Seniority
Associate, individual contributor