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Job description
Client Experience Leader
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:
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
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.
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.