Client Executive, Bonds/Surety - Insurance Advisory Solutions

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.

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

The Surety Account Executive manages all aspects of the clients' surety business in accordance with established policies/procedures and is heavily involved with understanding and implementing strategies tailored to the clients' specific needs.

PRIMARY RESPONSIBILITIES:

• Contact prospective customers or is part of a sales team that explains features and merits of The Baldwin Group's services and surety capabilities, making recommendations based on experience and analysis of prospects.

• Directs carrier negotiations, recommends surety companies, and secures necessary approvals.

• Works hand in hand with Surety Advisors and Insurance Advisors on strategies and implementation of those strategies with the Accounts or Prospects.

• Provides clear and concise guidance to Surety Service Team on the roles and responsibilities of the day-to-day management of the Prospect or Account.

• Provides management reports for client accounts.

• Responds to client instructions for bond changes and renewal.

• Facilitates completion of Contractor/Commercial Questionnaire for prospective new surety clients and analyzes underwriting information with intent of making recommendation to surety.

• Notifies surety of changes in customer operations affecting surety credit.

• Effectively coordinates and communicates with the various inter-company units (Baldwin Surety Center of Excellence, Insurance, Accounting, etc).

• Reviews and recommends improvements to departmental procedures and workflows.

• Perform contract and bond form review identifying any onerous terms to our clients/sureties.

• Financial analysis

• Attends Carrier and Client meetings.

KNOWLEDGE, SKILLS & ABILITIES:

• Excellent verbal and written communication skills that inspire loyalty and commitment from others.

• Ability to analyze complex surety opportunities, existing surety programs, and develop and communicate appropriate recommendations for clients and prospects through that analyzation.

• Intermediate knowledge of Microsoft PowerPoint, Outlook, Excel, and Word.

• Exceptional technical knowledge of surety bonds, contracts, surety 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 five (5) of surety experience

• Designations preferred, including CPCU, CIC, CRM, or ARM.

WORKSITE EXPECTATIONS:

• Preference will be giving to candidates in a commutable distance to any office in our West Region: Tustin, Irvine, Roseville, San Dimas, and Seattle.

• Position is hybrid 2 days in office during initial training period.

The starting pay is $150,000+ annually. Salary is negotiable upon time of hire.

#LI-JR1

#LI-hybrid

IND1

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.