Apply on Employer Site

The Baldwin Group · 7 hours ago

Client Executive, Commercial Risk - Insurance Advisory Solutions, Southwest Region

Rockwall, TX

Full-time

Hybrid

Senior Level

7+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Commercial Risk Client Executive is responsible for managing complex commercial accounts and developing consultative relationships with clients while educating them on coverage options.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

JaNaya Rendleman

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

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 and 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

Qualification

Commercial insurance experienceRisk analysisInsurance coverage knowledgeMicrosoft Office proficiencyInsurance licenseNegotiation skillsTeam coordinationClient relationship managementVerbal communicationWritten communicationDecision makingOrganizational skills

Required

Obtain and maintain 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 (or be willing and able to obtain all required licenses 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 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 with ability to adjust strategy to protect future interests

Makes sound judgements and decisions based on objective analysis and multiple perspectives

Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word

Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture

Preferred

Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure

Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc

Working knowledge in Sagitta

Designations preferred, including CPCU, CIC, CRM, or ARM

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees