Client Relationship Manager, Commercial Risk – Life Science

The Baldwin Group

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

Posted 10/7/2026full-timeUnited StatesJuniorMid-Level💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial insurance program management, including client relationship building, compliance with regulations, and effective communication. Proficient in utilizing Agency Management Systems and analytical tools to enhance client service and streamline processes.

Highest-signal resume keywords

Commercial Insurance KnowledgeClient Relationship ManagementAnalytical SkillsAgency Management Systems ProficiencyProperty & Casualty License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Coverage AnalysisExposure AnalysisProgram DesignPolicy IssuanceCompliance UpdatesRenewal WorkflowsDigital Workflow PlatformsMicrosoft Office SuiteExcelAI-Enabled Tools

Soft Skills

Problem-Solving SkillsExceptional Client ServiceVerbal CommunicationWritten CommunicationProject Management

Tools & Technologies

Applied EpicAgency Management SystemsDigital Workflow Platforms

Certifications & Qualifications

Property & Casualty License

Industry Keywords

Commercial InsuranceBrokerage FirmClient OnboardingC-Suite EngagementRenewal ProcessesCoverage StructuresLoss ExperienceBenchmarkingPolicy DocumentationThird-Party Coordination

About the role

Key responsibilities & impact

Build and maintain client relationships as the primary point of contact
Assess client needs and develop tailored commercial insurance coverage solutions
Lead renewal processes, including coverage analysis, benchmarking, loss experience, exposure analysis, and program design alternatives
Manage onboarding, renewals, policy issuance, compliance updates, and policy documentation
Ensure insurance programs comply with federal and state regulations
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity
Oversee new client onboarding and C-suite engagement
Collaborate with Client Success Specialists, advisors, carriers, and internal teams
Develop client-facing coverage summaries and client risk reports
Coordinate or conduct renewal meetings
Improve processes, tools, and workflows and escalate issues to leadership
Support renewal planning, service coordination, milestone tracking, client questions, submission components, document checks, exposure validation, workflow planning, billing questions, endorsement inquiries, and audit-related discrepancies under general supervision

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 exceptional client service
Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite, Excel, AI-enabled tools, and digital workflow platforms
Bachelor's degree in business, insurance, finance, or a related field
Current state Property & Casualty license required
2–4+ years of commercial insurance and account management experience
Excellent verbal and written communication skills
Foundational understanding of commercial insurance processes, coverage structures, exposure analysis, and renewal workflows
Experience coordinating with offshore teams or third-party partners preferred