Director of Client Experience (Surety) - Insurance Advisory Solutions
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Remote type: Remote
Locations: Remote US, Chicago, Illinois, US
Time type: Full time
Posted on: Posted 2 Days Ago
Job requisition id: JR106566
The Director of Client Experience establishes the strategy and protocols for all aspects of client service and is responsible for execution of workflows, processes and best practices.
Principal Responsibilities:
- In partnership with the PRM Managing Director, establishes and 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.
- Establishes and leads execution of strategies to enhance the client experience.
- Responsible for achieving and maintaining high client retention.
- Ensure efficiency in workflows and operational execution.
- Leads 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.
- Creates an environment where open communication is encouraged, and morale is high.
- Possesses day-to-day oversight, direction, and accountability of team colleagues.
- Performs annual and ongoing performance reviews for team colleagues, and is responsible for colleague onboarding and termination decisions.
Education, Experience, Skills and Abilities Requirements:
- Minimum 7 years of related experience in a service industry and in a leadership capacity; 5+ years of experience in sales management; 10+ years’ experience in direct or outside sales, C2C/B2C preferred.
- Exceptional written, verbal, and interpersonal communication skills.
- Ability to measure and analyze key performance indicators.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Experience with Agency Management System and/or other CRM-related software.
- Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills.
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.
Special Working Conditions:
- Fast paced, multi-tasking environment.
- Some travel required.
Click here for some insight into our culture!
About Us
The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.
At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.
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