The Baldwin Group
Client Executive, Commercial Risk-Insurance Advisory Solutions
Tampa, Florida, US · Principal
Sponsorship not specifiedDetected 6 days ago
CRMAccount ManagementExcelCommunicationMicrosoft OfficeUnderwriting
About the role
- He/she must also evaluate and educate clients on missing or newly available coverage options.
- Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations.
- Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
Responsibilities
- Develops trusted partnerships with key insurance company partners and broker representatives.
- Assesses final audits to ensure accuracy between client and insurance company partner audit teams' identification of risk.
- Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm's advisors, partners, and leaders through personal integrity and industry expertise.
- Shares deep insurance expertise with firm's advisors, account managers and other colleagues to advise, develop and train.
- The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients.
Requirements
- Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
Nice to have
- Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
- Working knowledge in Sagitta is preferred.
- Designations preferred, including CPCU, CIC, CRM, or ARM.
Skills
- Education, Experience, Skills and Abilities Requirements:
- Excellent verbal and written communication skills that inspire loyalty and commitment from others.
Compensation
- Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred.
Benefits
- Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
- Education, Experience, Skills and Abilities
Company info
- Click here for some insight into our culture!
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