Client Relationship Manager, Commercial Risk – Middle Market
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Job Description
Client Relationship Manager managing commercial insurance programs for The Baldwin Group clients. Collaborating with stakeholders to ensure compliance and relationship satisfaction.
Responsibilities:
- Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations.
- Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage.
- Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
- Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
- Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
- Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
- Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
- Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
- Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings.
- Maintain high standards of accuracy, timeliness, and completeness in all interactions.
- Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.
Requirements:
- Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
- Current state license required (Property & Casualty).
- 2–4+ years of commercial insurance and account management experience.
- Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
- Foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types.
- Experience coordinating with offshore teams or third-party partners is preferred.
Benefits:
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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