Apply on Employer Site

The Baldwin Group · 2 months ago

Client Experience Leader, Commercial Risk - IAS, West

Tustin, California, US

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $165K/yr

10+ years exp

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management solutions. The Client Experience Leader will lead and mentor a team to ensure exceptional service delivery and client retention while contributing to the overall growth and profitability of the organization.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

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

Qualification

Technical insurance knowledgeClient retention strategiesLeadership experienceAgency Management SystemCRM software experienceMicrosoft Office SuiteVerbal communicationWritten communicationTeam mentoringOrganizational skills

Required

Minimum 10 years of related experience in a service industry and in a leadership capacity

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

Experience with Agency Management System and/or other CRM-related software

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees