The Baldwin Group
Insurance • Finance • Consulting
The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisory firm. They simplify complex challenges for businesses and individuals by offering tailored solutions in business insurance, personal insurance, employee benefits, and wealth management. The firm specializes in protecting the unique needs of clients across various industries, including construction, energy, healthcare, and real estate, among others. The Baldwin Group's expertise extends to personal insurance solutions for high-value assets and comprehensive employee benefits programs. They emphasize collaboration, commitment, and communication to adapt to their clients' evolving needs.
Client Experience Lead - Commercial Risk Insurance Advisory Solutions
Job not on LinkedIn
April 14
The Baldwin Group
Insurance • Finance • Consulting
The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisory firm. They simplify complex challenges for businesses and individuals by offering tailored solutions in business insurance, personal insurance, employee benefits, and wealth management. The firm specializes in protecting the unique needs of clients across various industries, including construction, energy, healthcare, and real estate, among others. The Baldwin Group's expertise extends to personal insurance solutions for high-value assets and comprehensive employee benefits programs. They emphasize collaboration, commitment, and communication to adapt to their clients' evolving needs.
📋 Description
• Leads the execution of client segmentation strategy to ensure overall business goals are met. • Responsible for achieving and maintaining high client retention. • Manage insurance company partner relationships including team meetings, and coordinating training for important market updates. • Coaches, mentors and assists in the professional development of team colleagues.
🎯 Requirements
• Minimum 5 years of related experience in a service industry and in a leadership capacity. • 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.
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