Client Manager, Commercial Risk – Innovation Practice

The Baldwin Group

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

Posted 9/23/2026full-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 reviews, invoicing, and claims monitoring, while effectively communicating with clients and insurance partners. Proficient in utilizing Microsoft Office tools to enhance documentation and presentation skills.

Highest-signal resume keywords

Commercial Account ManagementClient Relationship ManagementInvoicing and Premium AllocationMicrosoft Office SuiteInsurance License Acquisition

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

InvoicingPremium AllocationClaims MonitoringPolicy ReviewsContract ReviewsFinancial Statement AnalysisInsurance Program NegotiationSurplus Lines FilingClient Documentation ManagementMath-Related Functions

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingMulti-TaskingPresentation Skills

Tools & Technologies

Agency Management SystemProspect DatabasesAutomation SystemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

State Insurance License

Industry Keywords

Commercial InsuranceClient ServiceRisk ManagementInsurance Carrier RelationshipsClient Inquiries

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 methods
Perform invoicing, premium allocation, and other accounting or math-related tasks
Monitor claims, communicate claims information, and maintain current claims records
Collaborate with Advisors, Directors Risk Management, Client Service Specialists, agency personnel, clients, and insurance companies
Attend client meetings with the Advisor or Director Risk Management when requested
Assist co-workers with client inquiries and work processing
Manage day-to-day client account activities, including policy reviews, changes, updates, contract reviews, certificate processing, renewals, marketing, negotiating insurance programs, surplus lines filing, lease reviews, and analysis of financial statements
Respond to client inquiries by telephone and email and follow up for timely service
Counsel clients on coverage and exposures and recommend or place additional coverage
Seek client referrals and generate new business using prospect databases and automation systems
Cultivate relationships with insurance carrier 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 required state insurance license(s), 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
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Ability to learn appropriate insurance company and firm software programs
Effective verbal and written presentation skills
Ability to perform accounting and math-related functions, including invoicing and premium allocation
Ability to work in a fast-paced, multi-tasking environment
Willingness to travel as required

Benefits

Comp & perks

Travel as required
Reasonable accommodation for medical or religious reasons