Associate Client Manager, Commercial Risk & Renewals

Baldwin Group Colleague, Inc.; Tustin (CA); On-site; USD 68,000 - 72,000; Full time

Job summary

The Baldwin Group is seeking an Associate Client Manager, Commercial Risk to serve as a technical resource for clients, advisors and insurer partners while delivering prompt, high‑quality service for designated accounts.

Responsibilities include gathering renewal information, delivering renewals or binders, handling endorsements and invoicing, reviewing accounts for additional lines, and cultivating carrier relationships to support clients.

Qualifications

• 3–5 years of related insurance experience or equivalent.
• Ability to obtain and maintain a state insurance license (2-20) within 90 days.
• Strong knowledge of insurance markets and underwriting appetites.

Responsibilities

• Gather renewal information and provide risk management recommendations.
• Deliver renewals and/or binders as needed and manage endorsements/invoicing.
• Review accounts to identify opportunities for additional lines of insurance.
• Cultivate relationships with Insurance Company Partners and carriers.
• Proactively raise issues to leadership and improve processes.

Skills

Relationship building

Insurance knowledge

Risk analysis

Team collaboration

Cultural fit

Education

2-20 license

Bachelor’s degree preferred

Job description

The Baldwin Group is seeking an Associate Client Manager, Commercial Risk to serve as a technical resource for clients, advisors and insurer partners while delivering prompt, high‑quality service for designated accounts.

Responsibilities include gathering renewal information, delivering renewals or binders, handling endorsements and invoicing, reviewing accounts for additional lines, and cultivating carrier relationships to support clients.