Client Manager, Commercial Risk

The Baldwin Group

. Maintain accurate client files and documentation in the Agency Management System .

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client account management, including policy review, claims monitoring, and effective communication with clients and insurance partners. Proficient in maintaining accurate documentation and utilizing Microsoft Office tools to enhance operational efficiency.

Highest-signal resume keywords

Commercial Account ManagementClient Relationship ManagementInsurance License AcquisitionMicrosoft Office ProficiencyClaims Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting FunctionsInvoicingPremium AllocationPolicy ReviewContract ReviewCertificate ProcessingFinancial Statement ReviewNegotiating Insurance ProgramsSurplus Lines FilingClaims Record Maintenance

Soft Skills

Effective CommunicationCollaborationProblem-SolvingTime ManagementCustomer Service

Tools & Technologies

Agency Management SystemInsurance Software ProgramsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

State Insurance License

Industry Keywords

Client MeetingsInsurance Carrier RelationshipsBusiness CorrespondenceClient InquiriesNew Business Generation

About the role

Key responsibilities & impact

Maintain accurate client files and documentation in the Agency Management System
Compose professional business correspondence via letter, email, and other means
Perform accounting and math functions including invoicing and premium allocation
Monitor claims, communicate claims information, and maintain up-to-date claims records
Collaborate with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies
Attend client meetings when requested
Assist co-workers with client inquiries and processing work
Manage day-to-day client account activities, including policy review, changes, contract review, certificate processing, renewal documents, marketing, negotiating insurance programs, surplus lines filing, lease review, and financial statement review
Respond to client inquiries by telephone and email and follow up for timely service
Counsel clients on coverage and exposure and recommend and place additional coverage
Generate new business through client referrals, prospect databases, and automation systems
Maintain relationships with insurance carrier partners and understand carrier requirements
Identify opportunities to improve the firm, business segment, and processes; escalate issues to leadership

Requirements

What you’ll need

Obtain and maintain a state insurance license(s) as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment
3+ years of experience in a Commercial Account Manager role
Effective verbal and written presentation skills
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Ability to learn appropriate insurance company and firm software programs
Ability to demonstrate the firm’s core values and behavior aligned with the corporate culture
Ability to work in a fast-paced, multi-tasking environment
Travel as required

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account The Baldwin Group Website LinkedIn All Job Openings 1001 - 5000 employees 💼 Consulting 🏥 Healthcare ⚖️ Legal 💰 $170M Post IPO debt on 2023-10 Consulting
Healthcare
Legal The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals. Client Manager, Commercial Risk 🔥 47 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner 👻 Ghost score 10% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Maintain accurate client files and documentation in the Agency Management System
Compose professional business correspondence via letter, email, and other means
Perform accounting and math functions including invoicing and premium allocation
Monitor claims, communicate claims information, and maintain up-to-date claims records
Collaborate with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies
Attend client meetings when requested
Assist co-workers with client inquiries and processing work
Manage day-to-day client account activities, including policy review, changes, contract review, certificate processing, renewal documents, marketing, negotiating insurance programs, surplus lines filing, lease review, and financial statement review
Respond to client inquiries by telephone and email and follow up for timely service
Counsel clients on coverage and exposure and recommend and place additional coverage
Generate new business through client referrals, prospect databases, and automation systems
Maintain relationships with insurance carrier partners and understand carrier requirements
Identify opportunities to improve the firm, business segment, and processes; escalate issues to leadership 🎯 Requirements
Obtain and maintain a state insurance license(s) as required by the State Department of Insurance, or be willing and able to obtain all required licenses within the first 90 days of employment
3+ years of experience in a Commercial Account Manager role
Effective verbal and written presentation skills
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Ability to learn appropriate insurance company and firm software programs
Ability to demonstrate the firm’s core values and behavior aligned with the corporate culture
Ability to work in a fast-paced, multi-tasking environment
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