Lead and manage the Risk Management AE team while maintaining a book of large, complex commercial insurance accounts. Coordinate brokerage, risk control, claims, and renewals; analyze claims and financial data; prepare and present renewal submissions and client presentations; identify expansion opportunities; oversee implementation and documentation accuracy; supervise support staff and manage team goals and training.
Job Summary: This role will oversee the entire Risk Management AE team for staffing, training and account assignments, etc. while also managing a book of a few of our largest and most complex accounts.
Duties & Responsibilities:
- Lead a team of colleagues in providing coordinated brokerage and services to clients
- Coordination of brokerage teams, risk control, claims, financial lines – essentially making sure all service are delivered and expectations are met.
- Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
- Assist with renewal meetings to present results to established client contacts
- Participate in client meetings and lead when necessary
- Understand complex financial analysis and claims data
- Participate as needed in Prospect presentation meetings
- Identity and facilitate possible areas for expanded business with existing clients
- Prepare renewal submissions for marketing; send and process complete renewal submissions
- Analyze quotes for accuracy and prepare spreadsheet of all quotes received
- Assist in data analysis to determine program structure options
- Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
- Oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
- Supervise support staff to help manage workflow
Management Duties & Responsibilities:
- Act as a resource for AEs, AAEs and AMs in Risk Management
- Complete annual goal setting, oversight and day to day management of Risk Management service team
Qualifications:
- Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
- State specific license is required
- 15+ years of commercial insurance work experience with large accounts is required
- Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
- Professional in appearance and business conduct with strong customer service
- Ability to travel to client and prospect meetings approximately 20% of time
Salary: $200-250k salary range plus bonus opportunity and benefits. This information reflects the anticipated range for this position. Actual salary may vary based on location. Individual pay is based on skills, experience, and other relevant factors.
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.
Similar Jobs
Beauty • Robotics • Design • Appliances • Manufacturing
Leads SharkNinja’s Americas Amazon and pure-player business across the U.S. and Canada, owning P&L, profitable growth, marketplace strategy, negotiations, forecasting, inventory, media, content, analytics, and cross-functional execution. Builds a high-performing e-commerce organization, leads joint business planning with Amazon, advances AI-enabled commercial operations, and drives market share, margin, and contribution growth.
Top Skills:
1P Vendor3P MarketplaceA+ ContentAmazon AdsAmazon MarketplaceDtcExcelPower BI
Consumer Web • Healthtech • Professional Services • Social Impact • Software
Owns Headway’s patient safety triage operations, including SOPs, quality assurance, escalation workflows, clinical product launch readiness, safety reporting, dashboards, vendor management, and incident response. The role coordinates clinical, product, and engineering teams, drives quality improvement initiatives, and builds scalable systems and reporting for clinical leadership and the Board.
Top Skills:
LookerExcelSQL
Information Technology • Insurance • Software
Retain and expand existing customer accounts by selling software and services, executing value-selling processes, presenting solutions to executives, resolving concerns, managing customer satisfaction, forecasting revenue, and maintaining sales pipelines. The role requires achieving activity, retention, and expansion targets while aligning customer business needs with technology solutions. Travel is required up to 75% of the time.
Top Skills:
Crm SoftwareMS OfficeSalesforceWeb Conferencing
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
