Client Relationship Manager, Commercial Risk – Middle Market

🕒 May 29

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 55%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Baldwin Group

WebsiteLinkedInAll 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.

📋 Description

• Build and maintain strong client relationships as the primary point of contact • Assess client needs and develop tailored coverage solutions • Lead renewals by preparing, analyzing, and presenting coverage options, benchmarking, loss experience, exposure analysis, and program alternatives • Manage onboarding, renewals, policy issuance, compliance updates, and policy documentation • Ensure insurance programs comply with federal and state regulations and oversee compliance activities and regulatory filings • Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity • Oversee new client onboarding, including timely C-suite engagement • Partner with Client Success Specialists and internal teams to clarify data needs and monitor task progress • Develop client-facing coverage summaries and client risk reports and coordinate or conduct renewal meetings • Maintain accuracy, timeliness, and completeness in all interactions • Identify process, tool, and workflow improvements and escalate issues to leadership

🎯 Requirements

• Strong industry knowledge of commercial insurance programs, preferably in a brokerage firm • Strong analytical and problem-solving skills • Ability to manage multiple projects and priorities effectively • Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps • Strong attention to detail when reviewing materials for completeness and accuracy • Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), AI-enabled tools, and digital workflow tools • Ability to prioritize tasks, manage deadlines, and follow structured processes • Strong presentation skills and verbal and written communication skills • Bachelor's degree in business, insurance, finance, or related field • Current state Property & Casualty license required • 2–4+ years of commercial insurance and account management experience • Foundational understanding of commercial insurance processes and renewal workflows, coverage structures, and program types • Experience coordinating with offshore teams or third-party partners preferred • Commitment to exceptional client service • Ability to work effectively within cross-functional teams • Reliability, integrity, and follow-through