Senior Client Manager, Commercial Risk

The Baldwin Group; Northern (KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

The Baldwin Group seeks a Senior Client Manager to coordinate carrier relationships and lead the service team on large accounts. You will develop initial placement and renewal strategies and ensure service delivery aligns with client needs.

Ideal candidates will have deep knowledge of the general insurance market, strong client-service skills, and the ability to manage complex risk exposures while mentoring teammates and supporting firm growth.

Qualifications

• Bachelor’s degree is preferred; professional insurance designation pursued or held.
• At least five years’ experience in Account Management.
• Must maintain required licenses per state insurance department within 90 days.
• Demonstrates effective presentation skills in verbal and written communications.
• Aligns with the organization’s core values and corporate culture.

Responsibilities

• Lead the service team on large accounts and coordinate carrier relationships.
• Develop initial placement/renewal strategy and coordinate service delivery.
• Perform marketing activities for large accounts.
• Prepare risk maps and peer review risk maps for accounts.
• Complete special projects and identify process improvements.
• Mentor new colleagues when requested.

Skills

Insurance knowledge

Client service

Problem solving

MS Office

Education

Bachelor's degree preferred

Professional insurance designation

Tools

Insurance software familiarity

Job description

The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

PRIMARY RESPONSIBILITIES

• Performs all Account Manager responsibilities as well as:
• Assists in establishing and maintaining appropriate carrier relationships.
• Performs marketing activities for large accounts as assigned.
• Prepares risk maps or peer reviewing risk maps for assigned accounts.
• Coordinates service delivery including developing initial placement/renewal strategy.
• Completes special projects.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to appropriate leadership.
• When requested, serves as a mentor to new colleagues.

KNOWLEDGE, SKILLS & ABILITIES

Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Exhibits excellent client service and problem-solving skills. Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

EDUCATION & EXPERIENCE

A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation. Must possess at least five years’ experience and demonstrated proficiency in Account Management.

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 required Demonstrates effective presentation skills through verbal and written communications. Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

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.

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.