Senior Commercial Risk & Insurance Client Executive

The Baldwin Group; Boston (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

The Baldwin Group is seeking a Client Executive to manage and service complex commercial accounts, developing and retaining consultative relationships with clients. The role involves evaluating missing or new coverage options and educating clients accordingly.

Responsibilities include acquiring large clients, partnering with insurers and brokers, leading renewals, preparing submissions, coordinating internal teams, and ensuring accurate risk reviews.

Qualifications

• Seven (7) years of commercial insurance experience.
• Excellent verbal and written communication skills that inspire loyalty and commitment.
• Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate recommendations through risk mapping.
• In-depth knowledge of insurance coverage, contracts, market conditions and underwriting appetites.
• Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structures (preferred).
• Preferred industry specialization such as Construction, Healthcare, Manufacturing, etc.

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 including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts 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, account managers and other colleagues to advise, develop and train.

Skills

Client management

Risk assessment

Communication

Negotiation

Risk mapping

Insurance knowledge

Education

State insurance license

CPCU/CRM/ARM designation

Tools

Epic

Excel

PowerPoint

Outlook

Word

Job description

The Baldwin Group is seeking a Client Executive to manage and service complex commercial accounts, developing and retaining consultative relationships with clients. The role involves evaluating missing or new coverage options and educating clients accordingly.

Responsibilities include acquiring large clients, partnering with insurers and brokers, leading renewals, preparing submissions, coordinating internal teams, and ensuring accurate risk reviews.