Regional Account Manager

🕒 Setembro 17

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

🚫👨‍🎓 Sem graduação necessária

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of The Baldwin Group

The Baldwin Group

1001 - 5000 funcionários

💼 Consultoria

🏥 Saúde

⚖️ Jurídico

💰 $170.000.000 Post IPO debt em 2023-10

Consulting • Healthcare • Legal

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• Provide ongoing training in all builder/lender divisions within the assigned territory • Promote WIA services and benefits to clients and their customers • Manage a portfolio of homebuilding and mortgage-affiliated clients • Serve as the primary point of contact for service needs, inquiries, and relationship management • Coordinate cross-functionally to resolve issues and maintain CFPB, RESPA, and mortgage industry regulatory compliance • Assist in managing marketing materials and promotional items • Print and mail marketing materials to clients • Maintain accurate client records in agency management systems • Respond to client inquiries, resolving issues or escalating complex matters • Attend all scheduled meetings • Visit clients in designated or targeted territories according to road map requirements • Create and distribute monthly touch-points for all clients • Educate clients on the insurance industry, insurance carriers, and current capacity • Travel to various locations as required

🎯 Requisitos

• Two to three years experience in Insurance Sales, Marketing or an equivalent combination of education and/or experience • Current Property & Casualty Agent’s license (or ability to obtain one) • Knowledge of Property & Casualty insurance products for multiple states and carriers • Experience with Department of Insurance state specific solicitation and selling regulations • Excellent verbal, written and presentation skills • Good computer skills experience with Windows based programs • Attention to detail and ability to prioritize work assignments • Dependable, self-motivated and able to take action with minimal direction • Ability to travel frequently (50% or more of time) • Ability to operate personal computer equipment for six to eight hours daily • Ability to occasionally lift and/or move up to 25 pounds

🏖️ Benefícios

• Frequent travel requirement (50% or more of their time) • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

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