Client Relationship Manager, Commercial Risk

The Baldwin Group

. Build and maintain strong client relationships as the primary point of contact .

Posted 10/8/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial insurance programs and account management, with a strong focus on client relationship building, compliance, and analytical problem-solving. Proficient in managing multiple projects while ensuring accuracy and timeliness in all client interactions.

Highest-signal resume keywords

Commercial Insurance KnowledgeClient Relationship ManagementAnalytical Problem-SolvingAgency Management Systems ProficiencyProperty & Casualty License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Coverage AnalysisBenchmarkingLoss Experience EvaluationExposure AnalysisProgram Design AlternativesPolicy IssuanceCompliance UpdatesDigital Workflow PlatformsMicrosoft Office SuiteCommercial Insurance Processes

Soft Skills

Attention to DetailExceptional Client ServiceClear CommunicationRelationship BuildingProactive Service Orientation

Tools & Technologies

Applied EpicAI-Enabled ToolsAgency Management SystemsDigital Workflow Platforms

Certifications & Qualifications

Property & Casualty License

Industry Keywords

Commercial InsuranceBrokerage FirmAccount ManagementRenewal WorkflowsCoverage Structures

About the role

Key responsibilities & impact

Build and maintain strong client relationships as the primary point of contact
Assess client needs and develop tailored coverage solutions
Lead renewal processes, including coverage analysis, benchmarking, loss experience, exposure analysis, and program design alternatives
Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and policy documentation
Ensure insurance programs comply with federal and state regulations and oversee compliance activities
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity
Oversee new client onboarding, including timely C-suite engagement
Partner with Client Success Specialists and internal teams to clarify data needs and monitor task progress
Develop client-facing communication materials, coverage summaries, and client risk reports
Coordinate or conduct renewal meetings
Maintain accuracy, timeliness, and completeness in all interactions
Identify process, tool, and workflow improvement opportunities and escalate issues to leadership

Requirements

What you’ll need

Strong industry knowledge of commercial insurance programs, preferably in a brokerage firm
Strong analytical and problem-solving skills
Ability to manage multiple projects and priorities effectively
Commitment to providing exceptional client service
Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps
Strong attention to detail when reviewing materials for completeness and accuracy
Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), AI-enabled tools, and digital workflow platforms
Ability to prioritize tasks, manage deadlines, and follow structured processes
Strong relationship-building and proactive service-oriented approach
Clear communication regarding status and next steps
Ability to work effectively within cross-functional teams
Strong verbal, written, and presentation skills
Bachelor's degree in business, insurance, finance, or related field
Current state Property & Casualty license required
2–4+ years of commercial insurance and account management experience
Foundational understanding of commercial insurance processes and renewal workflows, coverage structures, and program types

Benefits

Comp & perks

Remote work arrangement
Full-time employment