Sr. Client Executive, Commercial Risk - IAS, West

The Baldwin Group

1d • Remote

About The Position

The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options.

Requirements

• Obtain and maintain a 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.
• A minimum of ten (10) years of commercial insurance experience.
• Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions, and carrier underwriting appetites with the ability to adjust strategy to protect future interests.
• Experience in reviewing, placing, and negotiating loss-sensitive casualty and workers' compensation placements including captive structure.
• Excellent verbal and written communication skills that inspire loyalty and commitment from others.
• Ability to analyze complex risk exposures, and existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
• Makes sound judgments and decisions based on objective analysis and multiple perspectives.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.
• Intermediate to advanced knowledge of Microsoft applications: Excel, PowerPoint, Outlook, Word, and Publisher.

Nice To Haves

• Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc.
• Designations preferred: CPCU, CIC, CRM, or ARM.
• Working knowledge in Sagitta is preferred.

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.
• Manage and lead internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
• Leads the preparation of complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
• Ensures client team, including Client Management, Risk Mitigation, Claims Consulting and Risk Analysts, maintain service standards and that 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 experience.
• Provides training and mentorship to the Client Executive Team to assigned book of business.
• Shares deep insurance expertise with firm’s advisors, client managers, and other colleagues to advise, develop, and foster knowledge.

Benefits

• The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.

What This Job Offers

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