Client Executive - Commerical

baldwin; Tustin (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Baldwin is seeking a senior leader to oversee tactical and operational aspects of designing, developing, implementing, administering, and communicating client insurance programs. The role focuses on strategic relationship management with clients, carriers, and brokers, with responsibility for annual program reviews and market negotiations.

The candidate will provide expert coverage recommendations, risk management solutions, and leadership for client teams, ensuring service standards and audits

Qualifications

• Must hold state insurance license or be willing to obtain within 90 days of employment.
• Minimum of seven years of relevant experience.
• Designations CPCU, CIC, CRM, or ARM preferred.

Responsibilities

• Lead design and execution of client risk management and insurance programs.
• Negotiate with carriers and coordinate with brokers to present complex submissions.
• Build and maintain relationship with clients, insurers, brokers and internal teams.
• Prepare market submissions including loss picks, endorsements, and exposure information.
• Deliver risk management recommendations aligned with client operations.

Skills

Communication

Risk analysis

Insurance knowledge

Client relationship management

Strategic thinking

Education

State insurance license(s)

Designations (CPCU/CIC/CRM/ARM)

Tools

PowerPoint

Excel

Outlook

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.
• Assess 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.