Client Experience Leader, Commercial Risk-Middle Market

Baldwin Group Colleague, Inc.; Tampa (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

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 throughout the U.S. and abroad.

The Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues.

Qualifications

• Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions.
• Minimum 5 years of related experience in a service industry and in a leadership capacity.
• Experience with Agency Management System and/or other CRM‑related software #LI-NS1

Responsibilities

• 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.
• Lead execution of strategies to enhance the client experience
• Responsible for achieving and maintaining high client retention
• Ensure efficiency in workflows and operational execution
• Lead service team integration projects
• Manage insurance company partner relationships including team meetings, and coordinating training for important market updates
• Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength.
• Helps create an environment where open communication is encouraged, and morale is high.
• Possesses day-to-day oversight, direction and accountability of team colleagues.

Skills

Insurance knowledge

Leadership

Communication skills

Microsoft Office

CRM software

Education

State insurance licenses

Tools

Agency Management System

Job description

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 Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues. They will ensure the delivery of world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation of the group. Will work to ensure that measures put into place are scalable and consistent across areas of business.

PRIMARY RESPONSIBILITIES:

• 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.
• Lead execution of strategies to enhance the client experience
• Responsible for achieving and maintaining high client retention
• Ensure efficiency in workflows and operational execution
• Lead service team integration projects
• Manage insurance company partner relationships including team meetings, and coordinating training for important market updates
• Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength.
• Helps create an environment where open communication is encouraged, and morale is high.
• Possesses day-to-day oversight, direction and accountability of team colleagues.

KNOWLEDGE, SKILLS & ABILITIES:

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

EDUCATION & EXPERIENCE:

• Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions.
• Minimum 5 years of related experience in a service industry and in a leadership capacity
• Experience with Agency Management System and/or other CRM‑related software #LI-NS1

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.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams.

We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.