Client Manager, Commercial Risk – Insurance Advisory Solutions

The Baldwin Group

. Maintain client files accurately and consistently in the Agency Management System .

Posted 11/5/2026full-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, invoicing, and claims management, while effectively communicating with clients and insurance partners. Proficient in utilizing Microsoft Office tools and maintaining compliance with state insurance licensing requirements.

Highest-signal resume keywords

Commercial Account Management ExperienceClient Relationship ManagementMicrosoft Office ProficiencyInsurance License AcquisitionEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

InvoicingClaims ManagementPolicy ReviewContract ReviewPremium AllocationFinancial Statement ReviewSurplus Lines FilingsMarketing Insurance ProgramsNegotiating Insurance ProgramsDatabase Prospecting

Soft Skills

Effective Presentation SkillsCollaborationProblem-SolvingClient CounselingMulti-Tasking

Tools & Technologies

Agency Management SystemMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookInsurance Software Programs

Certifications & Qualifications

State Insurance License

Industry Keywords

Client ServiceInsurance IndustryRisk ManagementClaims ProcessingCommercial Insurance

About the role

Key responsibilities & impact

Maintain client files accurately and consistently in the Agency Management System
Compose professional business correspondence via letter, email, and other means
Perform accounting and math-related functions, including invoicing and premium allocation
Monitor claims, communicate claims information, and maintain up-to-date claims records
Collaborate effectively 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 processing work
Manage day-to-day client account activities, including policy review, changes and updates, contract review for certificate processing, renewal documents, marketing and negotiating insurance programs, surplus lines filings, lease reviews, and financial statement reviews
Respond to client inquiries by telephone and email and follow up for timely service
Counsel and advise clients on coverage and exposures, recommending and placing additional coverage as needed
Seek referrals from current clients and generate new business prospects using prospect databases and automation systems
Cultivate relationships with insurance carrier partners and maintain knowledge of carrier requirements and attributes
Identify opportunities to improve the firm, business segment, and processes; escalate issues and discrepancies to appropriate 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 presentation skills through verbal and written communications
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

Remote work arrangement
Full-time employment