Client Executive, Commercial Risk - IAS, West

The Baldwin Group • Tustin, CA

10d

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, 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 Client Executive acquires and retains large, complex commercial clients by aligning risk mitigation and insurance architecture with their operations. The position also develops carrier and broker relationships, leads renewal strategy, prepares complex marketplace submissions, reviews final audits, uses data and agency management systems to support renewals and maintain records, and shares insurance expertise with colleagues.

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 to clients in the U.S. and abroad.

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 appropriate recommendations through risk mapping.
• Exceptional technical knowledge of insurance coverage, contracts, market conditions, and carrier underwriting appetites, and ability to adjust strategy to protect future interests.
• Sound judgment and decision-making based on objective analysis and multiple perspectives.
• Intermediate-to-advanced knowledge of Microsoft Office Suite and agency management systems.
• 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.
• Demonstrated behavior aligned with the firm's core values and culture.

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.
• Designations such as CPCU, CIC, CRM, or ARM.
• Bachelor's degree.

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 ensure service standards and deliverables exceed client expectations.
• Assess final audits for accuracy between the client's and insurance company partner 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 advisors, account managers, and colleagues to advise, develop, and train.

What This Job Offers

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