Sr Director of Client Experience, Commercial Risk - Insurance Advisory Solutions Northeast

Reposted 5 Days Ago
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Kingston, MA
In-Office
Expert/Leader
Insurance
The Role
Oversee client experience and risk management strategies, leading a cross-functional team to innovate and enhance service delivery for clients.
Summary Generated by Built In

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

JOB SUMMARY:

  • Ensure the holistic coordination and delivery of peace of mind to our clients, prospective clients, and advisors through superior responsiveness, communication, and execution of all client deliverables. Lead a cross-functional, multi-geographic team of marketing/broking, directors of risk management, account managers, analysts, and risk mitigation colleagues. As a senior leader they will develop, innovate, and execute future-focused strategies to drive double-digit organic growth and vanguard client experience.

PRIMARY RESPONSIBILITIES:

  • Lead client experience, risk mitigation, and marketing/broking leaders, including hiring, developing, coaching, and mentoring. (40%)
  • Ensure superior execution across the platform by removing barriers, connecting resources, and aligning client experience colleagues to deliver peace of mind to all clients. (40%)
  • Innovate and evolve colleague and client experience with an eye to the future to ensure superior colleague and client retention in a high-paced growth environment (20%)

KNOWLEDGE, SKILLS & ABILITIES:

  • Understand clients and how to add value and differentiate the firm from our competitors.
  • Superior leadership, collaboration, and communication skills.
  • Ability to multitask and prioritize in high-growth, rapidly changing environments.
  • Ability to quickly learn and use job specific programs
  • Ability to communicate efficiently and effectively
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Advanced financial acumen
  • Ability to learn any other appropriate program or software system used by the firm as necessary
  • Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

EDUCATION & EXPERIENCE:

  • Undergraduate/Bachelor's Degree required
  • 15 years’ experience required
  • 15+ years’ experience preferred
  • Obtain and maintain insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
  • Technical credentialing preferred (CPCU, CIC)

OTHER:

  • Up to 20% travel may be required
  • High level of energy and dedication required.
  • Fast paced multi-tasking environment

IMPORTANT NOTICE:

  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Top Skills

Microsoft Office Suite
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The Company
HQ: Tampa, Florida
3,080 Employees

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.

In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.

At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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