Client Executive, Commercial Risk - IAS, West

Baldwin Group Colleague • Tustin, CA

9d

About The Position

The Commercial Risk Client Executive manages and services complex commercial accounts, operating strategically to develop and retain consultative client relationships. The role evaluates client exposures, advises clients about missing or newly available coverage options, leads insurance marketplace submissions, and coordinates a multidisciplinary client team to deliver service standards and key deliverables that exceed client expectations. The position also applies data, analytics, and agency management systems to support renewal strategy and maintain complete, accurate records.

The Baldwin Group is an entrepreneur-led insurance brokerage firm providing commercial and private insurance and risk management, employee benefits and benefit administration, asset and income protection, and risk mitigation strategies. Its approach to insurance and risk management is holistic and tailored to clients.

Requirements

• 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.
• Excellent verbal and written communication skills that inspire loyalty and commitment.
• Ability to analyze complex risk exposures and existing insurance coverages and develop and communicate appropriate 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.

Nice To Haves

• Bachelor's degree, or an equivalent combination of education and experience.
• Working knowledge of Sagitta.
• Experience reviewing, placing, and negotiating loss-sensitive casualty and workers' compensation placements, including captive structures.
• Industry specialization in Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, or Services.
• CPCU, CIC, CRM, or ARM designation.

Responsibilities

• Acquire and retain large, complex commercial clients by understanding their risks, risk mitigation needs, and insurance architecture, and aligning recommendations with their 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 insurance marketplace submissions, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Coordinate the client team—including Account Management, Risk Mitigation, Claims Consulting, and Risk Analysts—to meet service standards and deliverables.
• Assess final audits for accuracy between the client's and insurance company partner's audit teams' 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 the firm's advisors, account managers, and colleagues to advise, develop, and train them.

What This Job Offers

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