Client Manager, Commercial Risk

The Baldwin Group

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

Posted 9/21/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing client accounts, including policy reviews, claims communication, and financial statement analysis. Proficient in utilizing agency management systems and Microsoft Office Suite to enhance client service and operational efficiency.

Highest-signal resume keywords

Commercial Account ManagementClient Relationship ManagementInsurance License AcquisitionMicrosoft Office ProficiencyClaims Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting FunctionsInvoicingPremium AllocationPolicy ReviewContract ReviewCertificate ProcessingRenewal DocumentsFinancial Statement ReviewNegotiating Insurance ProgramsClaims Monitoring

Soft Skills

Effective CommunicationPresentation SkillsMulti-tasking AbilityClient CounselingRelationship Cultivation

Tools & Technologies

Agency Management SystemProspect DatabaseAutomation SystemMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

State Insurance License

Industry Keywords

Insurance ProgramsClaims InformationClient MeetingsSurplus LinesRisk Management

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 assist insureds in coordination with claims
Attend client meetings with Advisors or Directors Risk Management when requested
Assist co-workers with client inquiries and work processing
Manage day-to-day client account activities, including policy review, changes, updates, contract review, certificate processing, renewal documents, marketing, negotiating insurance programs, filing surplus lines, lease review, and review of financial statements
Respond to client inquiries by telephone and email and provide timely follow-up
Counsel clients on coverage and exposure and recommend and place additional coverage as needed
Seek referrals and generate new business prospects using the prospect database and automation system
Cultivate relationships with insurance company partners and understand carrier requirements
Identify opportunities to improve the firm, business segment, and processes; escalate issues and discrepancies to leadership

Requirements

What you’ll need

Obtain and maintain 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 communication and presentation skills
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Ability to learn insurance company and firm software programs
Ability to work in a fast-paced, multi-tasking environment
Travel as required

Benefits

Comp & perks

Travel as required
Reasonable accommodation for medical or religious reasons