Client Executive – Commercial Risk, Insurance Advisory Solutions

🕒 April 11

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

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.

📋 Description

• Responsible for the management and service of complex commercial accounts • Develop and retain consultative relationships with clients • Evaluate and educate clients on coverage options • Acquire and retain large, complex clients • Develop trusted partnerships with key insurance company partners • Lead discussions on client renewals • Prepare complex submissions for the marketplace • Coordinate client team to ensure service standards exceed clients’ expectations • Assess final audits to ensure accuracy

🎯 Requirements

• Obtain and maintain state insurance license • A minimum of seven (7) years of commercial insurance experience • Excellent verbal and written communication skills • Ability to analyze complex risk exposures • Exceptional technical knowledge of insurance coverage • Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements • Preferred industry specialization such as Construction, Healthcare, Manufacturing, etc. • Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word • Designations preferred, including CPCU, CIC, CRM, or ARM

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development