Senior Client Executive - Commercial - Real Estate

Baldwin Group Colleague, Inc.; Boston (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

The Baldwin Group seeks a Commercial Risk Client Executive to lead management and service of complex commercial accounts at a strategic level, developing consultative client relationships and educating clients on coverage options.

You will engage in renewals, market submissions, and collaboration with brokers and insurance partners to optimize risk transfer strategies and client outcomes. Travel may be required in a fast-paced environment.

Qualifications

• State license required to provide risk management consulting.
• Ten years of commercial insurance experience minimum.
• Expertise in insurance coverage, contracts, market conditions, and underwriting.

Responsibilities

• Acquires and retains large, complex clients through deep risk understanding and insurance architecture.
• Develops trusted partnerships with insurance company partners and brokers.
• Leads client renewals with coverage and pricing comparisons and historical loss data.
• Leads the preparation of complex submissions for the marketplace (loss picks, endorsements, exposure information).
• Ensures client teams maintain service standards and deliverables exceed expectations.
• Assesses audits to ensure accuracy between client and insurer audit teams.
• Builds relationships with clients, partners, and firm leaders through integrity and experience.
• Provides training and mentorship to the client executive team within the book of business.
• Shares insurance expertise to advise and develop knowledge across colleagues.

Skills

Communication

Risk analysis

Client relations

Insurance knowledge

Leadership

Education

10+ years experience

State insurance license

CPCU/CIC/CRM/ARM

Tools

EPIC

MS Excel

PowerPoint

Outlook

Job description

The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options.

POSITION SUMMARY

The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options.

PRIMARY RESPONSIBILITIES

The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options.

• 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.
• Manage and lead internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
• Leads the preparation of complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Ensures client team, including Client Management, Risk Mitigation, Claims Consulting and Risk Analysts, maintain service standards and that 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 experience.
• Provides training and mentorship to the Client Executive Team to assigned book of business.
• Shares deep insurance expertise with firm’s advisors, client managers, and other colleagues to advise, develop, and foster knowledge.

EDUCATION AND EXPERIENCE

List the minimum and preferred levels of education, experience, and certifications or registrations necessary to successfully perform the responsibilities of the position. Please include specialized areas of study and/or experience where applicable. Obtain and maintain a 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. A minimum of ten (10) years of commercial insurance experience. Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions, and carrier underwriting appetites with the ability to adjust strategy to protect future interests. Experience in reviewing, placing, and negotiating loss-sensitive casualty and workers' compensation placements including captive structure. Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc. Designations preferred: CPCU, CIC, CRM, or ARM.

KNOWLEDGE, SKILLS, AND ABILITIES

Excellent verbal and written communication skills that inspire loyalty and commitment from others. Ability to analyze complex risk exposures, and existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping. Makes sound judgments and decisions based on objective analysis and multiple perspectives. Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

TECHNICAL, COMPUTER, SYSTEM SKILLS

Intermediate to advanced knowledge of Microsoft applications: Excel, PowerPoint, Outlook, Word, and Publisher. Working knowledge in EPIC is preferred.

SPECIAL WORKING CONDITIONS

Fast-paced multi-tasking environment. Some travel is required.

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 Firm.

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.