Senior Client Executive, Commercial Risk – Insurance Advisory Solutions

The Baldwin Group

Sr Client Executive responsible for managing complex accounts at The Baldwin Group. Requires 10+ years experience in advisory roles and strong client relationship management skills.

Posted 5/29/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients.
Evaluate and educate clients on missing or newly available coverage options.
Experience with managing clients either on the advisor level or on a client manager level.
Ability and experience in understanding client's financial situations and personal circumstances.
Deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.
Provide complex client and risk management services.
Have working relationships with industry partners and utilizing these specialists and network for the betterment of their clients’ service and support and their own expertise.
Keep current about developments in industry, insurance laws and strategies for policy management.
Build and solidify client relationships through a distinctive experience that leverages the unique value proposition of the firm's business.
Manage client relationships with goal of developing first call status for all insurance planning and needs.
Provide information related to new insurance products, regulatory issues, and new policies.
Ensure conformance with entire company guidelines and regulatory policies.
Identify customers' insurance needs by basic modules.
Provide different insurance products to attain successfully identified needs.
Maintain and update records as well as files on existing customers.
Prioritize customer requirements and cross-sells services and products of varied company business lines.

Requirements

What you’ll need

Bachelors Degree required
10+ years of demonstrated advisory, client management and plan management experience preferred
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

Benefits

Comp & perks

Some travel may be required

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client managementrisk managementinsurance productsfinancial risk transferpolicy managementconsultative relationshipscross-sellingneeds assessmentregulatory compliancerecord maintenance

Soft Skills

relationship buildingcommunicationstrategic thinkingcustomer serviceadvisory skillsproblem-solvingempathynegotiationorganizational skillsattention to detail

Certifications

State Department of Insurance licenses