Client Executive, Commercial Real Estate

The Baldwin Group; United States; On-site; USD 120,000 - 190,000; Full time

Job summary

The Baldwin Group seeks a Client Executive to manage and service complex commercial accounts, developing consultative client relationships and educating on coverage options. Role emphasizes strategic coordination with client operations and risk mitigation teams.

Ideal candidate has seven or more years in commercial insurance, licensure, and strong communication, negotiation, and leadership skills. Travel may be required in a fast-paced environment.

Qualifications

• Must obtain/maintain state insurance license as required by state regulations.
• Minimum of seven (7) years of commercial insurance experience.
• Excellent verbal and written communication skills that inspire loyalty and commitment.

Responsibilities

• Acquire and retain large, complex clients with deep risk understanding and insurance architecture.
• Develop trusted partnerships with insurance company partners and broker reps.
• Lead client renewal discussions including coverage & pricing comparisons.

Skills

Risk analysis

Communication

Client relationship

Negotiation

Education

State insurance license

CPCU designation

CIC designation

CRM designation

ARM designation

Tools

PowerPoint

Outlook

Excel

Word

Epic

Job description

The Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.

Position Summary:

The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.

Principal Responsibilities:

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
• Develops trusted partnerships with key insurance company partners and broker representatives.
• Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
• Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients’ expectations.
• Assesses final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk.
• Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise.
• Shares deep insurance expertise with firm’s advisors, account managers and other colleagues to advise, develop and train.

Education, Experience, Skills and Abilities Requirements:

• Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
• A minimum of seven (7) years of commercial insurance experience.
• Excellent verbal and written communication skills that inspire loyalty and commitment from others.
• Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
• Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
• Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
• Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
• Makes sound judgements and decisions based on objective analysis and multiple perspectives.
• Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
• Working knowledge in Epic is preferred.
• Designations preferred, including CPCU, CIC, CRM, or ARM.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Special Working Conditions:

• Fast-paced multi-tasking environment which will, at times, require travel.

Important Notice:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
• Develops trusted partnerships with key insurance company partners and broker representatives.
• Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
• Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients’ expectations.
• Assesses final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk.
• Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise.
• Shares deep insurance expertise with firm’s advisors, account managers and other colleagues to advise, develop and train.

MANAGEMENT AND SUPERVISORY SCOPE:

• Insert

FINANCIAL AND BUDGET ACCOUNTABILITY:

• Yes/No