Client Relationship Manager, Commercial Risk-Middle Market

The Baldwin Group; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

The Baldwin Group, an award-winning US insurer, seeks a Client Relationship Manager (CRM), Commercial Risk, to serve as the main liaison between carriers and clients. You will manage commercial programs, renewals, and day-to-day inquiries, ensuring policy compliance and actionable coverage guidance to drive satisfaction and retention.

Responsibilities include coordinating renewals, onboarding, and risk reporting, while collaborating with Client Success Specialists and internal teams to deliver a

Qualifications

• Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
• Current state license required (Property & Casualty).
• 2–4+ years of commercial insurance and account management experience.
• Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
• Foundational understanding of commercial insurance processes and renewal workflows.
• Experience coordinating with offshore teams or third-party partners is preferred.

Responsibilities

• Build and maintain strong client relationships as the primary contact and communicate expectations, updates, and recommendations.
• Assess client needs and develop tailored coverage solutions, evaluating existing programs for enhancements.
• Lead renewal processes by preparing, analyzing, and presenting coverage options, benchmarking, and loss experience.
• Manage the client service calendar, onboarding, renewals, policy issuance, and regulatory filings.
• Ensure compliance with federal/state regulations and oversee related documentation.
• Liaise with carriers and vendors to negotiate contracts and manage policy activity for timely delivery.
• Oversee new client onboarding in alignment with the Peace of Mind process, including C-suite engagement.
• Develop client-facing communications and risk reports; coordinate renewal meetings.
• Maintain accuracy, timeliness, and quality in all interactions; escalate issues when needed.

Skills

Strategic Execution

Client Advisory

Quality Assurance

Systems Agility

Education

Bachelor's degree in business, insurance, finance, or related field

Tools

Applied Epic

Microsoft Excel

AI-enabled tools

Digital workflow platforms

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries. They ensure policy compliance, analyze coverage and exposure trends, and provide practical guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical commercial insurance knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Position Summary

The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries. They ensure policy compliance, analyze coverage and exposure trends, and provide practical guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical commercial insurance knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Primary Responsibilities

• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations.
• Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage.
• Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
• Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
• Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
• Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
• Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
• Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
• Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings.
• Maintain high standards of accuracy, timeliness, and completeness in all interactions.
• Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Required Knowledge & Experience

• Strong industry knowledge of commercial insurance programs, preferably in a brokerage firm.
• Strong analytical and problem-solving skills.
• Ability to manage multiple projects and priorities effectively.
• A commitment to providing exceptional client service.
• Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
• Strong attention to detail when reviewing materials for completeness and accuracy.
• Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and digital workflow tools.
• Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
• Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
• Demonstrates firm\'s core values with aligned corporate culture, including reliability, integrity, and follow-through; communicates clearly about status and next steps.
• Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
• Strong presentation skills, both verbal and written communications.

Qualifications

• Bachelor\'s degree in business, insurance, finance, or related field; professional insurance designation preferred.
• Current state license required (Property & Casualty).
• 2–4+ years of commercial insurance and account management experience.
• Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
• Foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types.
• Experience coordinating with offshore teams or third-party partners is preferred.

Skills & Behaviors

Functional/Technical Skills

• Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
• Client Advisory: Applies expertise to inform recommendations and provide guidance in Commercial Risk (coverage strategy, exposure analysis).
• Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
• Systems Agility: High proficiency in Agency Management Systems (e.g., Applied Epic), Microsoft Excel, AI-enabled tools, and digital workflow platforms.

Behaviors

• Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
• Peer Relationships: Can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
• Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.

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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.