Strategic Commercial Risk Relationship Lead

The Baldwin Group Colleague, Inc.; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

The Baldwin Group seeks a Sr. Client Relationship Manager (Sr. CRM) in Commercial Risk to oversee a portfolio of mid-to-high complexity clients.

You will lead renewal strategies, ensure regulatory compliance, analyze complex coverage and exposure trends, and provide proactive guidance to strengthen client relationships and retention. You will mentor colleagues and coordinate with advisors and carriers to deliver exceptional service.

Qualifications

• Bachelor's degree in business, finance, insurance, or a related field.
• Current state Property & Casualty license.
• 4–6+ years of commercial insurance and account management experience.
• Experience coordinating with offshore/shared service centers or third-party partners is preferred.

Responsibilities

• Foster and maintain strong relationships with assigned clients.
• Interpret complex loss and exposure data to advise on program design and coverage strategy.
• Ensure compliance with applicable federal and state regulations; escalate only novel scenarios.
• Lead full renewal strategy with data-supported recommendations; collaborate with internal teams.
• Prepare and deliver QBR insights, including trend analysis and dashboards for program improvement.
• Review and approve client-facing communications for accuracy and alignment with strategy.

Skills

Relationship management

Client advisory

Data analysis

Executive communication

Education

Bachelor's degree in business/finance/insurance

State Property & Casualty license

Tools

Applied Epic

Microsoft Excel

Job description

The Baldwin Group seeks a Sr. Client Relationship Manager (Sr. CRM) in Commercial Risk to oversee a portfolio of mid-to-high complexity clients.

You will lead renewal strategies, ensure regulatory compliance, analyze complex coverage and exposure trends, and provide proactive guidance to strengthen client relationships and retention. You will mentor colleagues and coordinate with advisors and carriers to deliver exceptional service.