Client Executive, Commercial Risk [Life Science] - IAS Northeast

The Baldwin Group • Lower Gwynedd, PA

10d • Hybrid

About The Position

The Commercial Risk Client Executive manages and services complex commercial accounts while developing and retaining consultative client relationships at a strategic level. The role evaluates client exposures, identifies missing or newly available coverage options, leads marketplace submissions, and coordinates a multidisciplinary client team to deliver service standards and key deliverables that exceed client expectations. The position focuses on the Life Science segment in the IAS Northeast region.

The Client Executive builds relationships with clients, insurance company partners, brokers, and colleagues; leads renewal strategy and marketplace activity; and applies insurance expertise, data, analytics, and agency management systems to support clients and maintain accurate records. The role also shares expertise with firm colleagues to advise, develop, and train them.

Requirements

• Excellent verbal and written communication skills that inspire loyalty and commitment.
• Ability to analyze complex risk exposures and existing insurance coverage, and develop and communicate recommendations through risk mapping.
• Exceptional technical knowledge of insurance coverage, contracts, market conditions, and carrier underwriting appetites, with the ability to adjust strategy to protect future interests.
• Ability to make sound judgments and decisions based on objective analysis and multiple perspectives.
• Intermediate-to-advanced knowledge of Microsoft Office Suite and agency management systems.
• Demonstrates behavior aligned with the firm's core values and culture.
• Bachelor's degree preferred, or an equivalent combination of education and experience.
• At least 6 years of commercial insurance experience.
• Active state insurance license(s) as required by the applicable State Department of Insurance, or willingness and ability to obtain all required licenses within the first 90 days of employment.

Nice To Haves

• Working knowledge of Sagitta.
• Experience reviewing, placing, and negotiating loss-sensitive casualty and workers' compensation placements, including captive structures.
• Industry specialization such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, or Services.
• Professional designations such as CPCU, CIC, CRM, or ARM.

Responsibilities

• Acquire and retain large, complex commercial clients by understanding their risks, risk mitigation needs, and insurance architecture, and aligning recommendations with client operations.
• Develop trusted partnerships with insurance company partners and broker representatives.
• Lead internal client-renewal discussions, including comparisons of coverage and pricing, historical loss experience, and projected loss picks.
• Prepare complex marketplace submissions, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Coordinate Account Management, Risk Mitigation, Claims Consulting, and Risk Analysts to meet service standards and exceed client expectations.
• Assess final audits for accuracy between the client's and insurance company partner's identification of risk.
• Use data, analytics, and agency management systems to support renewal strategy and maintain complete, accurate records.
• Build trusting relationships with clients, insurance company partners, brokers, and the firm's advisors, partners, and leaders through integrity and industry expertise.
• Share insurance expertise with advisors, account managers, and colleagues to advise, develop, and train.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior