Sr Client Relationship Manager, Commercial Risk-Middle Market

The Baldwin Group is an award‑winning entrepreneur‑led insurance brokerage firm delivering commercial insurance and risk management solutions across the U.S. and abroad. The Senior Client Relationship Manager (Sr. CRM), Commercial Risk will be the primary relationship manager for a portfolio of mid-to high-complexity clients, overseeing commercial insurance programs, renewals, retention, strategic partnership, and advanced service needs. Primary Responsibilities Foster and maintain strong relationships with assigned clients. Provide consulting by interpreting complex loss and exposure data, advising on program design and coverage strategy. Ensure compliance with applicable federal and state regulations, escalating only highly novel enterprise‑level scenarios. Lead the full renewal strategy by preparing, analyzing, and presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives. Prepare and deliver Quarterly Business Review insights, including advanced dashboard interpretation and trend analysis. Review, refine, and approve client‑facing communication materials to ensure accuracy, clarity, and alignment with client strategy. Manage the client compliance calendar, ensuring timely delivery of required notices, filings, and policy documentation. Partner closely with Client Success Specialists, Advisors, and third‑party partners to clarify data needs and monitor progress. Resolve escalated coverage discrepancies, exposure questions, and policy issues, coordinating with carriers and clients. Plan, coordinate, and oversee deliverables across internal teams to ensure seamless execution of renewal cycles and other major client events. Investigate and resolve complex billing issues, claim disputes, and endorsement requests, identifying patterns and recommending process improvements. Required Knowledge & Experience Advanced ability to analyze complex commercial insurance data and deliver strategic, data‑driven recommendations. Capability to resolve escalated or highly complex client issues, applying sound judgment and anticipating downstream impacts. Strong attention to detail in reviewing complex deliverables such as renewal documents, exposure schedules, and communication materials. Ability to manage multiple complex client timelines, prioritize competing demands, and consistently meet deadlines. Proven skill in building credible relationships with clients and internal partners through transparent communication. Experience collaborating and leading effectively within cross‑functional teams. Strong client retention skills demonstrated through proactive engagement and leadership. Exemplary demonstration of core values—reliability, integrity, and follow‑through. Expert presentation skills at all levels of leadership. Qualifications Bachelor's degree in business, finance, insurance, or a related field; professional designations strongly preferred. Current state license required (Property & Casualty). 4–6+ years of commercial insurance and account management experience with demonstrated expertise in client service, program administration, and strategic risk consulting. Advanced understanding of commercial insurance processes, market dynamics, exposure analysis, program structures, and renewal lifecycles with proven experience managing mid‑to high‑complexity accounts. Experience coordinating with offshore teams, shared service centers, or third‑party partners to support complex workflows is preferred. Excellent verbal and written communication skills, including the ability to deliver presentations to executive decision‑makers and client stakeholders. Skills & Behaviors Strategic execution: navigate workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations. Client advisory: deep technical expertise in commercial risk (market strategy, exposure analysis, total cost of risk). Quality assurance: perform high‑level quality assurance on complex technical deliverables produced by others. Systems agility: proficiency in Agency Management Systems (e.g., Applied Epic), Microsoft Excel, AI‑enabled tools, and digital workflow platforms. Planning: strategic prioritization and time management to meet commitments aligned with organizational goals. Earns trust: advise clients on complex matters, gaining confidence through honesty, integrity, and authenticity. Peer relationships: solve problems with teams, building partnerships and collaborations to meet shared objectives. Client focus: build strong client relationships and deliver solutions that exceed expectations. EEO Statement The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #J-18808-Ljbffr