Senior Client Executive, Commercial Risk – Insurance Advisory Solutions

🕒 May 29

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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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

• The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. • Evaluate and educate clients on missing or newly available coverage options. • Experience with managing clients either on the advisor level or on a client manager level. • Ability and experience in understanding client's financial situations and personal circumstances. • Deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business. • Provide complex client and risk management services. • Have working relationships with industry partners and utilizing these specialists and network for the betterment of their clients’ service and support and their own expertise. • Keep current about developments in industry, insurance laws and strategies for policy management. • Build and solidify client relationships through a distinctive experience that leverages the unique value proposition of the firm's business. • Manage client relationships with goal of developing first call status for all insurance planning and needs. • Provide information related to new insurance products, regulatory issues, and new policies. • Ensure conformance with entire company guidelines and regulatory policies. • Identify customers' insurance needs by basic modules. • Provide different insurance products to attain successfully identified needs. • Maintain and update records as well as files on existing customers. • Prioritize customer requirements and cross-sells services and products of varied company business lines.

🎯 Requirements

• Bachelors Degree required • 10+ years of demonstrated advisory, client management and plan management experience preferred • Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required

🏖️ Benefits

• Some travel may be required