Sr. Client Manager, 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.

About the role

The Sr. Client Manager, Commercial Risk assists in coordinating carrier relationships on behalf of CRMG by leading the service team on large accounts. Responsibilities include developing initial placement/renewal strategies, performing marketing activities, and coordinating key services for assigned accounts.

Responsibilities

• Performs all Client Manager, Commercial Risk duties, including establishing and maintaining commercial carrier relationships.
• Conducts marketing activities for large accounts as assigned.
• Prepares or peer-reviews risk maps for assigned accounts.
• Coordinates service delivery, including developing initial placement and renewal strategies.
• Completes special projects and identifies opportunities to improve firm processes.
• Brings issues and discrepancies to leadership and mentors new colleagues when requested.

Requirements

• 10+ years of experience in Commercial Account Management (required).
• Bachelor’s degree and working toward a professional insurance designation (preferred).
• Maintains all state-required insurance licenses or obtains them within the first 90 days of employment.

Skills

• Strong technical knowledge of general insurance market conditions and carrier underwriting appetites.
• Ability to analyze complex risk exposures and develop coverage recommendations.
• Excellent verbal and written communication and presentation skills.
• Strong client service and problem-solving abilities.
• Collaborative team player with alignment to the firm’s core values.
• Intermediate to advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn additional software systems as needed.

Working Conditions

• Fast-paced, multi-tasking environment.
• Some travel may be required.