Senior Client Manager, Commercial Risk

The Baldwin Group

. Assist in coordinating carrier relationships on behalf of the company.

Posted 9/28/2026full-timeTustin • California • United StatesSenior💰 $105,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong expertise in Account Management, with a focus on developing and maintaining carrier relationships, analyzing complex risk exposures, and delivering exceptional client service. Proficient in utilizing Microsoft Office tools to support service delivery and marketing activities.

Highest-signal resume keywords

Account ManagementCarrier Relationship CoordinationRisk AnalysisClient Service SkillsInsurance Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk AnalysisAccount ManagementInsurance Market KnowledgeUnderwriting Appetite UnderstandingComplex Risk Exposure Analysis

Soft Skills

Problem-Solving SkillsVerbal CommunicationWritten CommunicationMentoring

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

Professional Insurance DesignationState Department of Insurance License

Industry Keywords

InsuranceCarrier RelationshipsService DeliveryRisk Transfer SolutionsClient Service

About the role

Key responsibilities & impact

Assist in coordinating carrier relationships on behalf of the company.
Lead the service team on large assigned accounts.
Coordinate key services and develop initial placement/renewal strategy.
Assist in establishing and maintaining appropriate carrier relationships.
Perform marketing activities for assigned large accounts.
Prepare or peer review risk maps for assigned accounts.
Coordinate service delivery.
Complete special projects.
Identify opportunities to improve the firm, business segment, and processes.
Bring issues and discrepancies to appropriate leadership.
Mentor new colleagues when requested.

Requirements

What you’ll need

A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation.
Must possess at least five years’ experience and demonstrated proficiency in Account Management.
Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days of employment.
Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
Ability to analyze complex risk exposures and existing insurance coverages and develop appropriate recommendations.
Excellent client service and problem-solving skills.
Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook, with ability to learn other insurance and firm software.
Effective verbal and written presentation skills.
Some travel may be required.
Ability to work in a fast-paced, multi-tasking environment.