Client Executive, Commercial Risk – Insurance Advisory Solutions
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Rockwall • Texas • United States
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About the role
- Acquires and retains large, complex clients through a deep understanding of risk
- Develops trusted partnerships with key insurance company partners and broker representatives
- Leads internal discussions on client renewals including coverage comparisons and pricing comparisons
- Prepares complex submissions for the marketplace
- Coordinates client team to ensure service standards exceed clients’ expectations
- Assesses final audits to ensure accuracy between client and insurance company partner audit teams
- Actively builds trusting relationships with clients and internal professionals
- Shares deep insurance expertise with firm’s advisors, account managers and other colleagues.
Requirements
- Obtain and maintain state insurance license or other state insurance license(s)
- A minimum of seven (7) years of commercial insurance experience
- Excellent verbal and written communication skills
- Ability to analyze complex risk exposures
- Exceptional technical knowledge of insurance coverage
- Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements is preferred
- Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
- Makes sound judgments and decisions based on objective analysis
- Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
- Working knowledge in Sagitta is preferred.
- Designations preferred, including CPCU, CIC, CRM, or ARM.
Benefits
- Fast-paced multi-tasking environment which will, at times, require travel.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial insurance experienceanalyze complex risk exposurestechnical knowledge of insurance coveragereviewing loss sensitive casualty placementsnegotiating workers compensation placements
Soft Skills
excellent verbal communication skillsexcellent written communication skillssound judgmentobjective analysisbuilding trusting relationships
Certifications
CPCUCICCRMARM