02/18/2026
The Associate Client Manager is responsible for day-to-day servicing of Subcontractor Default Insurance (SDI) clients through proficient customer service by adhering to the following duties: PRIMARY RESPONSIBILITIES: Assist team with clients and insurance companies; apply knowledge of insurance policies and procedures to provide proper and effective service to all clients. Handle project enrollment requests. Update Excel billing reports with enrollment information. Process billings in a timely manner. Review client’s policies for accuracy and consistency with quotations, binders, and expired policies. Initiate policy change requests and maintain a diary system until receipt of endorsement. Deliver endorsements to clients in a timely basis. Maintains diary system for all transactions in Epic and well as the SDI open items list. Service clients with inputting client and policy information into EPIC, renewal processing, requesting loss runs and...
The Baldwin Group
Branchburg, NJ, USA
Full Time
