Client Experience Leader, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region

Baldwin Group Colleague • Bethesda, MD

22d • $150,000 • Hybrid

About The Position

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.

Requirements

• 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.
• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees