Regional Account Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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Logo of The Baldwin Group

The Baldwin Group

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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