Sr Client Manager, Commercial Risk [Financial Institutions] - Innovation Practice

Baldwin Group Colleague, Inc.; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

The Baldwin Group seeks a Sr. Client Manager to lead the service team on large accounts across the United States. You will coordinate carrier relationships, oversee placement and renewal strategy, and mentor colleagues, while delivering exceptional client service.

This senior role emphasizes market insight, risk assessment, and cross‑functional collaboration to improve client outcomes and firm performance.

Qualifications

• Bachelor’s degree preferred; pursuing professional insurance designation.
• At least five years of account management experience.
• Strong presentation and communication skills.

Responsibilities

• Establish and maintain carrier relationships.
• Market large accounts as assigned.
• Prepare risk maps for assigned accounts.
• Coordinate service delivery including developing initial placement/renewal strategy.
• Complete special projects.
• Mentor new colleagues when requested.

Skills

Insurance market knowledge

Risk analysis

Client service

MS Office proficiency

Education

Bachelor’s degree preferred

Professional insurance designation (in progress or obtained)

Tools

Microsoft Office Suite

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:

• 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.

OTHER:

Fast paced multi-tasking environment Some travel may be 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 organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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.

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.