Client Executive - Commerical

The Baldwin Group; Tustin (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

The Baldwin Group seeks an experienced insurance leader to guide tactical and strategic activities for large, complex client accounts in California. You will drive risk assessment, coverage recommendations and carrier negotiations aligned with client operations.

Ideal candidates bring seven+ years of experience, state licensure, and professional designations. JD qualifications emphasize risk mapping, client management and leadership in a consulting context.

Qualifications

• Experience in underwriting or risk management consulting for complex client portfolios.
• Ability to analyze risk exposures, insurance coverages and present recommendations clearly.
• Licensure and designations preferred; willingness to obtain required licenses.

Responsibilities

• Lead design, development, implementation, administration and communication of client accounts.
• Develop and maintain consultative client relationships and conduct annual reviews with carriers.
• Coordinate with client teams to exceed service standards and deliverables.
• Prepare complex submissions and risk analyses for marketplace solicitations.
• Mentor and train junior team members and share insurance expertise.

Skills

Risk assessment

Client relationship management

Communication skills

MS PowerPoint/Excel

Education

State insurance license

CPCU/CIC/CRM/ARM designation

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Outlook

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.

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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.