Client Executive - Commerical

Baldwin Group Colleague, Inc.; Irvine (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

The Baldwin Group is seeking a strategic leader to guide the design, development, implementation, and communication of client insurance programs. You will manage complex accounts, negotiate with carriers, and tailor risk management solutions to client operations.

In this role you will build trusted partnerships with clients and carriers, lead client renewals, prepare submissions, and mentor colleagues with deep insurance expertise to protect clients’ interests and long-term outcomes.

Qualifications

• Obtain and maintain state insurance license within 90 days of employment.
• A minimum of seven (7) years of relevant experience.
• Designations preferred: CPCU, CIC, CRM, or ARM.

Responsibilities

• Acquires and retains large, complex clients through risk understanding and communication in line with client operations.
• Develops partnerships with key insurance company partners and broker representatives.
• Leads client renewals, including coverage and pricing comparisons.
• Prepares submissions for the marketplace with loss picks and exposure information.
• Coordinates client teams to exceed service standards and deliverables.
• Assesses audits to ensure accuracy between client and insurer audits.
• Builds trusting relationships with clients, partners, and advisors through integrity and expertise.
• Shares insurance knowledge with staff to advise, develop, and train.

Skills

Risk analysis

Client relationships

Communication

Industry knowledge

Strategic thinking

Microsoft Office

Education

Insurance license

CPCU

CIC

CRM

ARM

Tools

PowerPoint

Outlook

Excel

Word

Job description

Responsible for the tactical & operational leadership in the design, development, implementation, administration, and communication of accounts. Functions at a strategic level to develop and retain consultative relationships with clients. Conducts annual reviews of client's insurance program(s), negotiating with carriers on client's behalf based on detailed market knowledge. Recommends appropriate coverages, limits, and risk management solutions to clients.

PRIMARY 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 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, client managers and other colleagues to advise, develop and train.

KNOWLEDGE, SKILLS & ABILITIES

• 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.
• Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
• Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
• Makes sound judgements and decisions based on objective analysis and multiple perspectives.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

EDUCATION & EXPERIENCE

• 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 relevant experience.
• Designations preferred, including CPCU, CIC, CRM, or ARM.

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 subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.