Client Executive, Commercial Risk

The Baldwin Group

. Acquire and retain large, complex commercial clients through deep understanding of risk, risk mitigation, and insurance architecture .

Posted 10/26/2026full-timeTustin • California • United StatesMid-LevelSenior💰 $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in risk analysis, insurance coverage, and client relationship management while leveraging data analytics and agency management systems to drive renewal strategies and exceed service standards.

Highest-signal resume keywords

Commercial Insurance ExperienceRisk Analysis and MitigationInsurance Coverage ExpertiseClient Relationship ManagementActive State Insurance License

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Risk MappingLoss-Sensitive Casualty PlacementWorkers' Compensation PlacementInsurance Contract AnalysisData Analytics

Soft Skills

Verbal CommunicationWritten CommunicationSound JudgmentDecision-Making

Tools & Technologies

Microsoft Office SuiteAgency Management SystemsSagitta

Certifications & Qualifications

CPCUCICCRMARM

Industry Keywords

ConstructionHealthcareManufacturingWholesale TradeTransportationRetail TradeReal EstateServices

About the role

Key responsibilities & impact

Acquire and retain large, complex commercial clients through deep understanding of risk, risk mitigation, and insurance architecture
Develop trusted partnerships with insurance company partners and broker representatives
Lead internal client renewal discussions covering coverage, pricing, historical loss experience, and projected loss picks
Prepare complex marketplace submissions, including loss picks, deductible stratification, endorsement requests, and exposure information
Coordinate Account Management, Risk Mitigation, Claims Consulting, and Risk Analysts to exceed service standards and deliverables
Assess final audits for accuracy between client and insurance company partner audit teams
Apply data, analytics, and agency management systems to support renewal strategy and maintain accurate records
Build relationships with clients, carriers, brokers, advisors, partners, and leaders
Share insurance expertise with advisors, account managers, and colleagues to advise, develop, and train

Requirements

What you’ll need

Excellent verbal and written communication skills
Ability to analyze complex risk exposures and existing insurance coverages and develop appropriate recommendations through risk mapping
Exceptional technical knowledge of insurance coverage, contracts, market conditions, and carrier underwriting appetites
Sound judgment and decision-making based on objective analysis and multiple perspectives
Intermediate-to-advanced knowledge of Microsoft Office Suite and agency management systems
Working knowledge of Sagitta preferred
Bachelor's degree preferred, or equivalent combination of education and experience
6+ years of commercial insurance experience
Active state insurance license(s) as required by the applicable State Department of Insurance, or willingness and ability to obtain required licenses within the first 90 days
Experience reviewing, placing, and negotiating loss-sensitive casualty and workers' compensation placements, including captive structures, preferred
Preferred industry specialization in Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, or Services
CPCU, CIC, CRM, or ARM designations preferred
Demonstrates the firm's core values and culture