Client Executive - Commercial Risk, Energy

November 25

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The Baldwin Group

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Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000 employees

Founded 2011

💸 Finance

Description

• 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 programs, negotiating with carriers on client's behalf based on detailed market knowledge. • Recommends appropriate coverages, limits, and risk management solutions to clients. • Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture. • 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 client expectations. • Actively builds trusting relationships with clients, insurance company partners, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise. • Shares deep insurance expertise with the firm’s advisors, client managers, and other colleagues to advise, develop, and train.

Requirements

• 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.