Client Experience Leader — Insurance & Growth

Baldwin Group Colleague, Inc.; Chattanooga (TN); On-site; USD 90,000 - 130,000; Full time

Job summary

The Baldwin Group is an award-winning insurance brokerage seeking a Client Experience Leader to mentor and develop a team, delivering world-class service to current and prospective clients. This role drives client segmentation, experience enhancements, and retention initiatives while upholding the firm’s values and culture.

You will manage insurer relationships, coordinate training on market updates, and coach colleagues to build bench strength and scalable, efficient workflows across the

Qualifications

• Maintains licenses as required by state insurance authorities.
• Minimum 5 years of related experience in a service industry and leadership.
• Experience with Agency Management System and/or CRM software.

Responsibilities

• Lead execution of client segmentation strategy to meet goals and retention.
• Drive strategies to enhance the client experience and service delivery.
• Achieve and maintain high client retention.
• Ensure workflow efficiency and operational execution.
• Lead service team integration projects.
• Manage insurer partner relationships and coach staff.

Skills

Insurance knowledge

Leadership

Communication skills

MS Office

CRM experience

Team coaching

Tools

Agency Management System

CRM software

Job description

The Baldwin Group is an award-winning insurance brokerage seeking a Client Experience Leader to mentor and develop a team, delivering world-class service to current and prospective clients. This role drives client segmentation, experience enhancements, and retention initiatives while upholding the firm’s values and culture.

You will manage insurer relationships, coordinate training on market updates, and coach colleagues to build bench strength and scalable, efficient workflows across the