Client Manager, Commercial Risk

The Baldwin Group

Commercial Risk Client Manager managing commercial insurance accounts, claims, renewals, and coverage advice. Partnering with advisors, clients, and insurance carriers at The Baldwin Group.

Posted 8/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client account management, including policy review, claims monitoring, and effective communication with clients and insurance partners. Proficient in maintaining accurate documentation and utilizing agency management systems to enhance operational efficiency.

Highest-signal resume keywords

Commercial Account Management ExperienceState Insurance LicenseMicrosoft Office Suite ProficiencyClaims ManagementClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting FunctionsInvoicingPremium AllocationPolicy ReviewContract ReviewClaims DocumentationInsurance Program NegotiationSurplus Lines FilingFinancial Statement ReviewBusiness Correspondence

Soft Skills

Effective CommunicationPresentation SkillsCollaborationProblem-SolvingMulti-Tasking

Tools & Technologies

Agency Management SystemProspect DatabaseAutomation System

Certifications & Qualifications

State Insurance License

Industry Keywords

Client ServiceInsurance IndustryRisk ManagementClaims ProcessingClient Inquiries

About the role

Key responsibilities & impact

Maintain client files accurately and consistently in the Agency Management System
Ensure proper file documentation and communication according to company workflows, procedures, and best practices
Compose professional business correspondence via letter, email, and other means
Perform accounting and math-related functions, including invoicing and premium allocation
Monitor claims, communicate claims information internally, and maintain up-to-date claims records
Provide guidance and assistance to insureds in coordination with claims
Collaborate effectively with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies
Attend client meetings with the Advisor or Director Risk Management when requested
Assist coworkers with client inquiries and work processing when needed
Manage day-to-day client account activities, including policy review, changes and updates, contract review for certificate processing, renewal documents, marketing and negotiating insurance programs, surplus lines filing, lease review, and review of client-related financial statements
Respond to client inquiries by telephone and email and follow up for timely service
Counsel and advise clients on coverage and exposure; recommend and place additional coverage as needed
Seek referrals from the current client base and pursue new business prospects using the prospect database and automation system
Cultivate relationships with insurance company partners and maintain knowledge of carrier requirements and attributes
Identify opportunities to improve the firm, business segment, and processes; escalate issues and discrepancies to appropriate leadership

Requirements

What you’ll need

Obtain and maintain state insurance license(s) as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment
3+ years of experience in a Commercial Account Manager role
Effective presentation skills through verbal and written communications
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Ability to learn insurance company and firm software programs
Demonstrates the firm’s core values and behavior aligned with the corporate culture
Ability to work in a fast-paced, multi-tasking environment
Travel as required

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account The Baldwin Group Website LinkedIn All Job Openings 1001 - 5000 employees 💼 Consulting 🏥 Healthcare ⚖️ Legal 💰 $170M Post IPO debt on 2023-10 Consulting
Healthcare
Legal The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals. Client Manager, Commercial Risk 🔥 0 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner 👻 Ghost score 10% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Maintain client files accurately and consistently in the Agency Management System
Ensure proper file documentation and communication according to company workflows, procedures, and best practices
Compose professional business correspondence via letter, email, and other means
Perform accounting and math-related functions, including invoicing and premium allocation
Monitor claims, communicate claims information internally, and maintain up-to-date claims records
Provide guidance and assistance to insureds in coordination with claims
Collaborate effectively with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies
Attend client meetings with the Advisor or Director Risk Management when requested
Assist coworkers with client inquiries and work processing when needed
Manage day-to-day client account activities, including policy review, changes and updates, contract review for certificate processing, renewal documents, marketing and negotiating insurance programs, surplus lines filing, lease review, and review of client-related financial statements
Respond to client inquiries by telephone and email and follow up for timely service
Counsel and advise clients on coverage and exposure; recommend and place additional coverage as needed
Seek referrals from the current client base and pursue new business prospects using the prospect database and automation system
Cultivate relationships with insurance company partners and maintain knowledge of carrier requirements and attributes
Identify opportunities to improve the firm, business segment, and processes; escalate issues and discrepancies to appropriate leadership 🎯 Requirements
Obtain and maintain state insurance license(s) as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment
3+ years of experience in a Commercial Account Manager role
Effective presentation skills through verbal and written communications
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Ability to learn insurance company and firm software programs
Demonstrates the firm’s core values and behavior aligned with the corporate culture
Ability to work in a fast-paced, multi-tasking environment
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