Client Relationship Manager, Commercial Risk – Middle Market

🕒 May 29

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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

• 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

• 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

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