Client Manager, Commercial Risk – Insurance Advisor Solutions

The Baldwin Group

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

Posted 10/7/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client accounts, including policy reviews, claims monitoring, and financial statement analysis, while maintaining effective communication and relationship-building with clients and insurance partners.

Highest-signal resume keywords

Commercial Account ManagementClient Relationship ManagementInsurance License AcquisitionMicrosoft Office Suite ProficiencyClaims Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

InvoicingPremium AllocationPolicy ReviewContract ReviewCertificate ProcessingRenewalsNegotiating Insurance ProgramsSurplus Lines FilingFinancial Statement ReviewProcess Improvement

Soft Skills

Effective CommunicationPresentation SkillsClient CounselingMulti-taskingRelationship Building

Tools & Technologies

Agency Management SystemProspect DatabasesAutomation SystemsInsurance Company Software

Certifications & Qualifications

State Insurance License

Industry Keywords

Claims MonitoringClient MeetingsInsurance ProgramsCarrier RequirementsBusiness Correspondence

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 the Advisor or Director Risk Management when requested
Assist coworkers with client inquiries and processing work
Manage day-to-day client account activities, including policy review, changes, contract review, certificate processing, renewals, marketing, negotiating insurance programs, surplus lines filing, lease review, and review of financial statements
Respond to client inquiries via telephone and email and follow up for timely service
Counsel clients on coverage and exposure and recommend and place additional coverage
Seek referrals and generate new business prospects using prospect databases and automation systems
Cultivate relationships with insurance company partners and understand carrier requirements
Identify process improvement opportunities and 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 presentation and communication 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