Client Executive, Commercial Risk - IAS, West
About The Position
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options.
Requirements
- Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
- A minimum of seven (7) years of commercial insurance experience.
- Excellent verbal and written communication skills that inspire loyalty and commitment from others.
- Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
- Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
- Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
- Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.
Nice To Haves
- Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
- Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
- Makes sound judgements and decisions based on objective analysis and multiple perspectives.
- Working knowledge in Sagitta is preferred.
- Designations preferred, including CPCU, CIC, CRM, or ARM.
Responsibilities
- Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
- Develops trusted partnerships with key insurance company partners and broker representatives.
- Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
- Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
- Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients’ expectations.
- Assesses final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk.
- Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise.
- Shares deep insurance expertise with firm’s advisors, account managers and other colleagues to advise, develop and train.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
