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The Baldwin Group · 1 day ago

Client Executive, Transactional Surety Center of Excellence - IAS, West

Tustin, CA

Full-time

Onsite

Senior Level

5+ years exp

The Baldwin Group is seeking a Commercial Risk Client Executive to manage and service complex commercial accounts while developing and retaining consultative relationships with clients. The role involves evaluating coverage options, managing surety business, and coordinating with various teams to meet client needs.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Contact prospective customers or is part of a sales team that explains features and merits of The Baldwin Group’s services and surety capabilities, making recommendations based on experience and analysis of prospects

Directs carrier negotiations, recommends surety companies, and secures necessary approvals

Works hand in hand with Surety Advisors and Insurance Advisors on strategies and implementation of those strategies with the Accounts or Prospects

Provides clear and concise guidance to Surety Service Team on the roles and responsibilities of the day-to-day management of the Prospect or Account

Provides management reports for client accounts

Responds to client instructions for bond changes and renewal

Facilitates completion of Contractor/Commercial Questionnaire for prospective new surety clients and analyzes underwriting information with intent of making recommendation to surety

Notifies surety of changes in customer operations affecting surety credit

Effectively coordinates and communicates with the various inter-company units (Baldwin Surety Center of Excellence, Insurance, Accounting, etc)

Reviews and recommends improvements to departmental procedures and workflows

Perform contract and bond form review identifying any onerous terms to our clients/sureties

Financial analysis

Attends Carrier and Client meetings

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

Surety bonds knowledgeRisk management consultingFinancial analysisMicrosoft ExcelInsurance licenseClient relationship managementTeam coordinationVerbal communicationWritten communication

Required

Excellent verbal and written communication skills that inspire loyalty and commitment from others

Ability to analyze complex surety opportunities, existing surety programs, and develop and communicate appropriate recommendations for clients and prospects through that analyzation

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

Exceptional technical knowledge of surety bonds, contracts, surety 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

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

Possess appropriate state insurance license, 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 five (5) years of surety experience

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