Client Executive, Commercial Risk

The Baldwin Group

Commercial Risk Client Executive responsible for managing and servicing complex commercial accounts. Develops and retains consultative client relationships while evaluating coverage options.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in risk management and insurance architecture, with a strong ability to analyze complex risk exposures and develop tailored recommendations. Builds and maintains trusted relationships with clients and insurance partners while ensuring service standards exceed expectations.

Highest-signal resume keywords

Commercial Insurance ExperienceRisk Analysis and MappingInsurance Coverage ExpertiseClient Relationship ManagementState Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk MitigationInsurance ArchitectureLoss Sensitive Casualty PlacementWorkers Compensation PlacementCoverage ComparisonPricing ComparisonAudit AssessmentSubmission PreparationNegotiation SkillsRisk Transfer Solutions

Soft Skills

Excellent Communication SkillsDecision MakingIntegrityTrust BuildingCollaboration

Tools & Technologies

Microsoft PowerPointMicrosoft OutlookMicrosoft ExcelMicrosoft WordSagitta

Certifications & Qualifications

CPCUCICCRMARM

Industry Keywords

ConstructionHealthcareManufacturingWholesale TradeTransportationRetail TradeReal EstateServices

About the role

Key responsibilities & impact

Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
Develops trusted partnerships with key insurance company partners and broker representatives.
Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients’ expectations.
Assesses final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk.
Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise.
Shares deep insurance expertise with firm’s advisors, account managers and other colleagues to advise, develop and train.

Requirements

What you’ll need

Obtain and maintain state insurance license or other 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).
A minimum of seven (7) years of commercial insurance experience.
Excellent verbal and written communication skills that inspire loyalty and commitment from others.
Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
Makes sound judgements and decisions based on objective analysis and multiple perspectives.
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.
Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Benefits

Comp & perks

Fast-paced multi-tasking environment which will, at times, require travel.