Client Executive, Commercial Risk - IAS, Southwest

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients throughout the U.S. and abroad. The firm takes a holistic and tailored approach to insurance and risk management.

About the role

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. This role involves evaluating and educating clients on missing or newly available coverage options.

Responsibilities

• Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture, aligning knowledge 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 teams (Account Management, Risk Mitigation, Claims Consulting, and Risk Analysts) to ensure service standards and key deliverables exceed client 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 firm advisors through personal integrity and industry expertise.
• Shares deep insurance expertise with firm advisors, account managers, and colleagues to advise, develop, and train.

Requirements

• Obtain and maintain state insurance license(s) as required by the State Department of Insurance (or be willing and able to obtain within the first 90 days of employment).
• A minimum of seven (7) years of commercial insurance experience.
• Excellent verbal and written communication skills that inspire loyalty and commitment.
• Ability to analyze complex risk exposures, existing insurance coverages, and develop risk-mapping recommendations for clients and prospects.
• Exceptional technical knowledge of insurance coverage, contracts, market conditions, and carrier underwriting appetites.
• Experience in reviewing, placing, and negotiating loss-sensitive casualty and workers compensation placements, including captive structures (preferred).
• Preferred industry specialization (e.g., Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services).
• Sound judgment and decision-making based on objective analysis and multiple perspectives.
• Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
• Working knowledge of Sagitta (preferred).
• Designations such as CPCU, CIC, CRM, or ARM (preferred).
• Demonstrates the organization’s core values and aligns behavior with corporate culture.

Special Working Conditions

Fast-paced, multi-tasking environment with occasional travel requirements.