Client Manager, Commercial Risk

The Baldwin Group

Client Manager responsible for managing client accounts and ensuring a high level of service. Collaborating with sales and service colleagues to deliver positive experiences in insurance matters.

Posted 6/12/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 per yearWebsite

About the role

Key responsibilities & impact

Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
Responsible for assisting in establishing and maintaining appropriate carrier relationships
Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
Stay informed on regulatory changes
Completes special projects as assigned
Continually seeks opportunities to improve the firm, business segment and processes.
Bring issues and discrepancies to appropriate leadership
Serves as a mentor to colleagues as requested

Requirements

What you’ll need

At least 4 years' of related insurance experience, or associated industry experience
Bachelor's degree preferred
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment)

Benefits

Comp & perks

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Hard Skills & Tools

policy reviewcontract reviewinsurance marketingfinancial statementsservice delivery coordinationrisk management consultingrisk transfer solutionsdocumentation managementregulatory compliance

Soft Skills

client managementcommunicationproblem-solvingmentorshiporganizational skillsleadershipteam collaborationprocess improvement

Certifications

state insurance license