Client Experience Lead, Commercial Risk-Insurance Advisory Solutions

Vibrant-USA; Tampa (FL); Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Client Experience Lead to enhance client relations and drive retention strategies. This role involves collaborating with senior leadership to execute a client segmentation strategy, ensuring efficiency in workflows, and managing partner relationships. The ideal candidate will possess a high level of technical insurance knowledge and excellent communication skills, fostering a positive team environment. This vibrant firm offers a dynamic workplace where your contributions will significantly impact client satisfaction and operational success. If you are a motivated leader with a passion for client service, this opportunity is perfect for you.

Qualifications

• Maintains required licenses for consultation and solutions.
• 5+ years of leadership experience in a service industry.

Responsibilities

• Leads execution of client segmentation strategy and enhances client experience.
• Manages insurance company partner relationships and team integration projects.

Skills

Technical insurance knowledge

Performance management

Organizational skills

Verbal communication

Written communication

Team motivation strategies

Education

State Department of Insurance licenses

5+ years of experience in service industry

Tools

Agency Management System

CRM software

Microsoft Office Suite

Job description

Client Experience Lead, Commercial Risk-Insurance Advisory Solutions

Apply locations: Tampa, Florida, US

Remote US

time type: Full time

posted on: Posted 2 Days Ago

job requisition id: JR107773

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.

PRIMARY RESPONSIBILITIES:

1. In partnership with senior leadership, leads the execution of client segmentation strategy to ensure that overall business goals, profitability and retention goals are met in a conducive and collaborative environment.
2. Lead execution of strategies to enhance the client experience.
3. Responsible for achieving and maintaining high client retention.
4. Ensure efficiency in workflows and operational execution.
5. Lead service team integration projects.
6. Manage insurance company partner relationships including team meetings, and coordinating training for important market updates.
7. Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength.
8. Helps create an environment where open communication is encouraged, and morale is high.
9. Possesses day-to-day oversight, direction and accountability of team colleagues.

KNOWLEDGE, SKILLS & ABILITIES:

1. Has a high level of technical insurance knowledge.
2. Can manage his/her performance, adhering to established workflows and processes, along with that of team colleagues.
3. Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision.
4. Is organized and possesses excellent verbal and written communication skills.
5. Working knowledge of appropriate software.
6. Excellent written and verbal communication skills.
7. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
8. Ability to learn any other appropriate program or software system used by the firm as necessary.
9. Must demonstrate core values, exuding behavior aligned with the firm’s culture.

EDUCATION & EXPERIENCE:

1. Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions.
2. Minimum 5 years of related experience in a service industry and in a leadership capacity.
3. Experience with Agency Management System and/or other CRM-related software.

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.