Sr Client Manager, Commercial Risk - Insurance Advisory Solutions, Southwest Region

Sr Client Manager, Commercial Risk - Insurance Advisory Solutions, Southwest Region

The Baldwin Group is an award‑winning entrepreneur‑led and inspired 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 wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management.

The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

• Performs all Account Manager responsibilities as well as:
• Assists in establishing and maintaining appropriate carrier relationships.
• Performs marketing activities for large accounts as assigned.
• Prepares risk maps or peer reviews risk maps for assigned accounts.
• Coordinates service delivery including developing initial placement/renewal strategy.
• Completes special projects.
• Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership.
• When requested, serves as a mentor to new colleagues.

• Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
• Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
• Exhibits excellent client service and problem‑solving skills.
• Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, Outlook and the ability to learn any other appropriate insurance company and firm software programs.

• Preferred: a Bachelor’s degree, and either has or is working toward a professional insurance designation.
• Must possess at least five years’ experience and demonstrated proficiency in Account Management.
• License(s):
  Maintains all required licenses as per the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates.
• Demonstrates effective presentation skills through verbal and written communications.
• Demonstrates the organization’s core values, exuding behavior aligned with corporate culture.

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

This position description is intended to describe the level of work required of the person 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 subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.