Client Executive - Commerical

The Baldwin Group • Tustin, CA

2d

About The Position

Responsible for the tactical & operational leadership in the design, development, implementation, administration, and communication of accounts. Functions at a strategic level to develop and retain consultative relationships with clients. Conducts annual reviews of client's insurance program(s), negotiating with carriers on client's behalf based on detailed market knowledge. Recommends appropriate coverages, limits, and risk management solutions to clients.

Requirements

• 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.
• Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
• Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
• Makes sound judgements and decisions based on objective analysis and multiple perspectives.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.
• 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 relevant experience.

Nice To Haves

• 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 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, client managers and other colleagues to advise, develop and train.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed