Client Executive, Commercial Risk (Energy) - Insurance Advisory Solutions

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in US
Remote
Senior level
Insurance
The Role
The Client Executive is responsible for developing and managing relationships with large, complex clients, providing risk management solutions and insurance strategies. This role involves negotiating with insurance carriers, conducting annual program reviews, and coordinating client team services to exceed expectations. The ideal candidate should possess deep understanding of risk and insurance along with strong communication and analytical skills.
Summary Generated by Built In

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Responsible for the tactical & operational leadership in the design, development, implementation, administration, and communication of accounts. Functions at a strategic level to develop and retain consultative relationships with clients. Conducts annual reviews of client's insurance program(s), negotiating with carriers on client's behalf based on detailed market knowledge. Recommends appropriate coverages, limits, and risk management solutions to clients.

PRIMARY RESPONSIBILITIES:

  • 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.
  • Develops trusted partnerships with key insurance company partners and broker representatives.
  • Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks.
  • Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information.
  • Coordinates client team to ensure service standards and key deliverables exceed clients’ expectations.
  • 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, client managers and other colleagues to advise, develop and train.


KNOWLEDGE, SKILLS & ABILITIES:

  • Excellent verbal and written communication skills that inspire loyalty and commitment from others.
  • Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
  • Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.
  • Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests.
  • Makes sound judgements and decisions based on objective analysis and multiple perspectives.
  • Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.


EDUCATION & EXPERIENCE:

  • Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment)
  • A minimum of seven (7) years of relevant experience (oil and gas contractors, alternative, upstream, midstream, and downstream energy companies) required.
  • Designations preferred, including CPCU, CIC, CRM, or ARM.

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IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Top Skills

Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
The Company
HQ: Tampa, Florida
3,080 Employees
On-site Workplace

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.

In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.

At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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