Client Executive, Commercial Risk
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Tustin • California • United States
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Salary
💰 $135,000 - $150,000 per year
About the role
- Acquire and retain large, complex clients through deep understanding of risk
- Develop trusted partnerships with key insurance company partners
- Lead internal discussions on client renewals and pricing comparisons
- Prepare complex submissions for the marketplace
- Coordinate client team to ensure service standards exceed clients’ expectations
- Actively build trusted relationships with clients and partners
Requirements
- Obtain and maintain state insurance license as required
- 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 and placing loss sensitive casualty
- Preferred industry specialization: Construction, Healthcare, Manufacturing, etc.
- Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word
- Working knowledge in Applied EPIC preferred
- Designations preferred: CPCU, CIC, CRM, or ARM
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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 casualtyMicrosoft PowerPointMicrosoft OutlookMicrosoft ExcelMicrosoft WordApplied EPIC
Soft Skills
verbal communication skillswritten communication skillsbuild trusted relationshipslead internal discussionscoordinate client teamexceed clients’ expectations
Certifications
CPCUCICCRMARM