Commercial Risk Client Executive - Complex Accounts

The Baldwin Group; United States; Hybrid; USD 90,000 - 110,000; Full time

Job summary

The Baldwin Group seeks an Associate Commercial Risk Client Executive to manage and service complex commercial accounts at a strategic level, developing consultative relationships with clients and educating them on new coverage options. The role requires deep knowledge of risk, insurance architecture, and the ability to translate that expertise into client value.

You will acquire and retain large clients, collaborate with insurance company partners and brokers, lead renewal discussions with

Qualifications

• Certification(s): None required; CPCU, CIC, CRM, or ARM preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

Responsibilities

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to communicate that knowledge in 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.
• 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.

Skills

Risk assessment

Client communication

Insurance knowledge

Relationship building

Strategic thinking

Education

CPCU

CIC

CRM

ARM

Tools

Microsoft Office

Job description

The Baldwin Group seeks an Associate Commercial Risk Client Executive to manage and service complex commercial accounts at a strategic level, developing consultative relationships with clients and educating them on new coverage options. The role requires deep knowledge of risk, insurance architecture, and the ability to translate that expertise into client value.

You will acquire and retain large clients, collaborate with insurance company partners and brokers, lead renewal discussions with