Senior Client Advisor - Insurance & Risk Strategy

The Baldwin Group; Dallas (TX); Hybrid; USD 100,000 - 140,000; Full time

Job summary

The Baldwin Group in Dallas is looking for a Sr Client Executive to manage and service complex accounts, enhancing client relationships. The ideal candidate will have a Bachelor’s Degree and over 10 years of experience in advisory roles.

This position offers the chance to work in a fast-paced environment, with open opportunities for remote work in the Dallas Metroplex area. Key skills include strong communication and analytical abilities, and proficiency in Microsoft applications.

Qualifications

• 10+ years of demonstrated advisory, client management, and plan management experience preferred.
• Must maintain all licenses required by the State Department of Insurance.
• Ability to support advisors and assist in managing a book of business.

Responsibilities

• Manage and service complex accounts and strategic functions.
• Evaluate and educate clients on missing or newly available coverage options.
• Build and solidify client relationships through distinctive experiences.

Skills

Excellent verbal and written communication skills

Analytical skills

Interpersonal skills

Quantitative skills

Understanding of financial situations

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

Insurance company software systems

Job description

The Baldwin Group in Dallas is looking for a Sr Client Executive to manage and service complex accounts, enhancing client relationships. The ideal candidate will have a Bachelor’s Degree and over 10 years of experience in advisory roles.

This position offers the chance to work in a fast-paced environment, with open opportunities for remote work in the Dallas Metroplex area. Key skills include strong communication and analytical abilities, and proficiency in Microsoft applications.