[Hiring] Client Executive, Commercial Risk @The Baldwin Group

Role Description

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.

Principal Responsibilities

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture.
• 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, 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.

Qualifications

• Obtain and maintain state insurance license or other state insurance license(s) as required by the State Department of Insurance.
• 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.
• 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 judgments and decisions based on objective analysis and multiple perspectives.
• Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
• Working knowledge in Sagitta is preferred.
• Designations preferred, including CPCU, CIC, CRM, or ARM.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Special Working Conditions

• Fast-paced multi-tasking environment which will, at times, require travel.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.