Sr Client Relationship Manager, Commercial Risk-middle Market
The Baldwin Group
Advanced commercial insurance expertise
Multi-year renewal strategy leadership
Complex coverage and exposure analysis
The Sr. CRM serves as the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs and strategic partnerships
Job Summary
The Sr. CRM serves as the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs and strategic partnerships.
This role requires leading multi-year renewal strategies, analyzing complex coverage trends, and providing proactive guidance to strengthen client retention and satisfaction.
The position involves collaborating with cross-functional teams including Advisors, Carriers, and Client Success Specialists to ensure exceptional service delivery and resolve escalated issues.
Matching Summary
The Sr. CRM serves as the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs and strategic partnerships.
Skills & Requirements
Must-have
Advanced commercial insurance expertise
Multi-year renewal strategy leadership
Complex coverage and exposure analysis
Client compliance calendar management
Quarterly Business Review delivery
Nice-to-have
Mentoring junior colleagues
Process improvement initiatives
Offshore team coordination experience
AI-enabled tools proficiency
Applied Epic system knowledge
Key Requirements
Bachelor's degree in business, finance, or insurance
Current Property & Casualty state license
4-6+ years commercial insurance experience
Expertise in program administration and risk consulting