Client Relationship Manager, Commercial Risk – Middle Market

The Baldwin Group

Client Relationship Manager managing commercial insurance programs for The Baldwin Group clients. Collaborating with stakeholders to ensure compliance and relationship satisfaction.

Posted 5/29/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

commercial insuranceaccount managementcoverage analysisexposure analysisprogram designpolicy documentationregulatory compliancecontract negotiationprocess improvementdata analysis

Soft Skills

client relationship managementcommunicationpresentation skillsteam collaborationproblem-solvingattention to detailorganizational skillsproactive engagementworkflow managementleadership

Certifications & Qualifications

Bachelor's degreeProperty & Casualty licenseprofessional insurance designation

Industry Keywords

insurance programsrenewal processcoverage solutionsC-suite engagementclient onboardingcompliance activitiesloss experiencebenchmarkingcoverage structuresprogram types

About the role

Key responsibilities & impact

Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations.
Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage.
Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings.
Maintain high standards of accuracy, timeliness, and completeness in all interactions.
Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Requirements

What you’ll need

Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
Current state license required (Property & Casualty).
2–4+ years of commercial insurance and account management experience.
Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
Foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types.
Experience coordinating with offshore teams or third-party partners is preferred.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities