Associate Client Executive, Commercial Risk

The Baldwin Group

. Assist with management and service of complex commercial accounts .

Posted 10/9/2026full-timeBoston • Massachusetts • United StatesJuniorMid-Level💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex commercial accounts and developing consultative client relationships while providing risk mitigation and insurance solutions. Proficient in analyzing risk exposures and communicating recommendations effectively to clients and partners.

Highest-signal resume keywords

CPCUCICCRMARMInsurance Coverage Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk AnalysisInsurance ArchitectureLoss Sensitive Casualty PlacementWorkers Compensation PlacementRisk MappingMarketplace SubmissionsCoverage ComparisonsPricing ComparisonsAudit AssessmentNegotiation

Soft Skills

Verbal CommunicationWritten CommunicationDecision MakingRelationship BuildingTraining

Tools & Technologies

Microsoft Office SuiteWordExcelPowerPointOutlook

Certifications & Qualifications

State Insurance LicenseCPCUCICCRMARM

Industry Keywords

ConstructionHealthcareManufacturingWholesale TradeTransportationRetail TradeReal EstateServices

About the role

Key responsibilities & impact

Assist with management and service of complex commercial accounts
Develop and retain consultative client relationships
Evaluate and educate clients on missing or newly available coverage options
Acquire and retain large, complex clients through understanding of risk, risk mitigation, and insurance architecture
Develop trusted partnerships with insurance company partners and broker representatives
Lead internal discussions on client renewals, including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks
Prepare complex marketplace submissions, including loss picks, deductible stratification, endorsement requests, and exposure information
Assess final audits for accuracy between client and insurance company partner audit teams’ identification of risk
Build trusting relationships with clients, insurance company partners, brokers, advisors, partners, and leaders
Share insurance expertise with advisors, account managers, and colleagues to advise, develop, and train

Requirements

What you’ll need

Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days of employment
CPCU, CIC, CRM, or ARM preferred
Excellent verbal and written communication skills
Ability to analyze complex risk exposures and existing insurance coverages and develop and communicate recommendations through risk mapping
Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions, and carrier underwriting appetites
Experience reviewing, placing, and negotiating loss sensitive casualty and workers compensation placements including captive structure preferred
Preferred industry specialization such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, or Services
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn other appropriate programs or software systems used by the firm
Ability to make sound judgments and decisions based on objective analysis and multiple perspectives
Ability to demonstrate the organization’s core values and behavior aligned with the firm’s culture