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Senior Account Executive

2 months ago

Tustin, California, United States Baldwin Risk Partners Full time
POSITION OVERVIEW:
The Senior Client Manager for Commercial Risk plays a pivotal role in managing relationships with insurance carriers on behalf of Baldwin Risk Partners. This position involves leading a dedicated service team for significant accounts, ensuring the coordination of essential services, and formulating initial placement and renewal strategies.

KEY RESPONSIBILITIES:
- Oversee all responsibilities associated with the Client Manager role in Commercial Risk.
- Foster and maintain strong relationships with commercial insurance carriers.
- Conduct marketing initiatives for large accounts as designated.
- Develop and review risk maps for assigned accounts.
- Coordinate service delivery, including the creation of initial placement and renewal strategies.
- Undertake special projects as needed.
- Identify opportunities for process enhancements within the firm and bring any issues to the attention of leadership.
- Mentor new team members when requested.

EDUCATION AND EXPERIENCE:
Education:
- A Bachelor's degree is preferred, along with progress towards a professional insurance designation.
Experience:
- A minimum of 10 years in Commercial Account Management is required, with a preference for candidates with over 10 years of experience.
Certifications:
- No specific certifications are required, but maintaining necessary licenses as mandated by the State Department of Insurance is essential.

KNOWLEDGE, SKILLS, AND ABILITIES:
- In-depth understanding of general insurance market dynamics and specific underwriting appetites of various carriers.
- Ability to analyze complex risk exposures and existing insurance coverages, providing tailored recommendations.
- Strong presentation skills, both verbal and written.
- Excellent client service and problem-solving capabilities.
- Ability to collaborate effectively with a team of professionals across different business segments.

TECHNICAL SKILLS:
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Capable of learning additional software programs as necessary.

WORK ENVIRONMENT:
- Fast-paced, multi-tasking environment with potential travel requirements.

IMPORTANT NOTICE:
This job description outlines the essential responsibilities and is not intended to be a comprehensive list of all duties. Additional responsibilities may be assigned as needed to support the organization.

EEOC STATEMENT:
Baldwin Risk Partners is an equal opportunity employer, committed to compliance with all laws prohibiting discrimination based on various protected categories.