Client Experience Leader, Commercial Risk-Middle Market
'The Baldwin Group'
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.The Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues. They will ensure the delivery of world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation of the group. Will work to ensure that measures put into place are scalable and consistent across areas of business.PRIMARY RESPONSIBILITIES:In partnership with senior leadership, 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.Lead execution of strategies to enhance the client experienceResponsible for achieving and maintaining high client retentionEnsure efficiency in workflows and operational executionLead service team integration projectsManage insurance company partner relationships including team meetings, and coordinating training for important market updatesEffectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength.Helps create an environment where open communication is encouraged, and morale is high.Possesses day-to-day oversight, direction and accountability of team colleagues.KNOWLEDGE, SKILLS & ABILITIES:Has a high level of technical insurance knowledge.Can manage his/her performance, adhering to established workflows and processes, along with that of team colleagues.Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision.Is organized and possesses excellent verbal and written communication skills.Working knowledge of appropriate software.Excellent written and verbal communication skills.Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Ability to learn any other appropriate program or software system used by the firm as necessaryMust demonstrate core values, exuding behavior aligned with the firm’s culture.EDUCATION & EXPERIENCE:Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions.Minimum 5 years of related experience in a service industry and in a leadership capacityExperience with Agency Management System and/or other CRM-related software#LI-NS1IMPORTANT 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.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.SummaryLocation: Tampa, Florida, USType: Full time
- ...brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk... ...Protection, and Risk Mitigation strategies to clients throughout the U.S. and abroad. The Client Experience Leader leads, mentors, coaches, hires, develops...CommercialRisk
- The Baldwin Group in Tampa, FL seeks a Client Experience Leader to drive world-class service for Commercial Risk - Middle Market clients. You will lead a dedicated team, develop talent, and partner with senior leadership to align client experience with growth goals. The...CommercialRisk
- ...delivering expertly crafted Commercial Insurance and Risk Management, Private... ...Mitigation strategies to clients wherever their passions and... ...consistent "Peace of Mind" client experience. The Sr. CRM collaborates... ...insurance processes, market dynamics, exposure analysis...CommercialRiskFull time
- ...delivering expertly crafted Commercial Insurance and Risk Management, Private... ...strategies to clients wherever their... ...comparisons, historical loss experience, and projected loss... ..., partners, and leaders through personal integrity... ..., insurance market conditions and carrier...CommercialRiskFull timeContract work
- ...statements, communicate with clients, and structure loans with... ...credit grades for middle-market borrowers. The role requires experience with cash flow analysis and knowledge of commercial leasing and lending, including... .... Collaboration with risk committees is essential....CommercialRisk
- ...statements, communicates with clients or prospects, and... ...and comparisons, key risks and mitigants, and... ...research of new and existing middle market loans. Present and... ...Cash flow analysis Commercial Leasing and Lending including... ...leases and term loans Experience with financial...CommercialRisk
- ...what’s right for our clients, people and... ...growth as an industry leader. Our nimble, decentralized... ...and quickly gain experience to accelerate your... ....About YouAs Market Leader, you will... ...mitigate business risk to minimize exposure... ...exposure to Commercial Real Estate Brokers...CommercialRiskFull timeTemporary workWork at officeLocal areaVisa sponsorshipWork visa
- ...across the spectrum of insurance and capital markets. Our team defines our success. We... ...industry’s best talent with deep knowledge and experience in their respective segments, products,... ...all connected and aligned to serving clients in a better and smarter way. Find out...CommercialRiskFull timeContract work
- ...long‑term profitable middle‑market relationships in an assigned... ...Markets, Treasury, Risk Management and other... ...existing and prospective clients with $75MM to $500MM... ...the optimal client experience. Refer business and personal... ...of experience in commercial banking. Strong interpersonal...CommercialRiskFull timePart timeWork at office
$40 per hour
...President, Florida Market to lead and grow... ...for market growth, client relationships, and... ...portfolio. This leader will personally own... ...escalation point across commercial and delivery... ...forecasting, and risk management Drive a... ...appropriate Demonstrated experience leading a services...CommercialRiskLocal area$80k - $85k
...add to our growing Middle Market Team (MMT). As an... ...International’s clients most sensitive... ...Associate will identify risks, value businesses... ..., and Excel. Commercial understanding and... ...significant work experience in one or more of... ...generation of leaders redefining M&A excellence...CommercialRiskFull timeWork experience placementWork at officeLocal areaFlexible hours- ...Transaction Director to lead the Sell-side Middle Market team. This senior role will build out a... ...to serve high-profile middle-market clients. The TD will direct deal execution from... ...origination while ensuring compliance and risk management. #J-18808-Ljbffr MFM Search...Risk
$150k - $200k
...to lead our Sell side Middle Market Team. This senior-level... ...relationships with clients, and lead a team of professionals... ..., panels, etc. ~Risk Management &... ...Job Requirements As leader of the Middle Market Team... ...Specific Qualifications ~Experience:Minimum 5-8 years of...RiskFull timeLocal areaVisa sponsorshipWork visaFlexible hoursNight shift- ...servicing of a variety of commercial relationships. Grows... ...portfolio of up to 75 clients with credit... ...assigned relationship. Markets to assigned clients and... ...the customer's credit risk and structure a credit... ...MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE Bachelor'...CommercialRiskLocal area
$84.3k - $155.4k
...Acquisition Regulation, and commercial contracting... ...leadership, and clients.Recruiting for... ...identifies business risks; documents findings... ...understands the Deloitte market offering/ client... ...to help GPS leaders place their solution... ...2+ years of experience in multiple contract...CommercialRiskContract workFor contractors- ...leadership to guide Market Expansion projects... ...plans and risk management strategies... ...skills5+ years of experience or equivalent expertise... ...and government clients under the J.P. Morgan... ...today we are a leader in investment banking... ...business banking, commercial banking, financial...CommercialRisk
- ...experienced Team Manager to support the Director in guiding the sales, operations and security teams to deliver exceptional client experiences and meet commercial targets. You'll oversee store activities when the Director is away, coach staff, deepen client relationships and...Commercial
- ...is seeking a Team Manager to support the Director by leading sales, operations and security teams to exceed commercial targets and elevate the client experience. You will coach, mentor and empower team members, ensure guest experiences meet Tiffany standards, and collaborate...CommercialLocal area
- ...Client Service Trade and Working Capital... ...from senior leaders. Job Responsibilities... ...strong client experience Assist with... ..., or a middle/back-office function... ..., issue/risk lists) Experience... ...J.P. Morgan's Commercial & Investment... ...across banking, markets, securities services...CommercialRiskWork experience placement
- ...meaningful outcomes for clients. This is your... ...technology and middle office teams•... ...decisions and risks to senior... ..., and skills:• Experience in product management... ...today we are a leader in investment... ...banking, commercial banking, financial... ...across banking, markets, securities services...CommercialRiskWork at office
- The Baldwin Group seeks a Sr Client Relationship Manager for Commercial Risk in Tampa. You will oversee mid-to-high complexity client portfolios, lead multi-year renewal strategies, and provide proactive guidance on coverage design, compliance, and risk analysis to strengthen...CommercialRisk
$84.3k - $155.4k
...as coordination for at risk items for the Deloitte... ...Regulations, and commercial contracting principles... ...Specialist Lead, Government Client Contracts Management... ...Bachelor’s degree5+ years of experience in contract management... ...employees to senior leaders, we believe there’s...CommercialRiskContract work$93.44k - $140.16k
...Professional, ServicesCompany: CitiThe Client Onboarding Lead Analyst is a... ...the business. Requires basic commercial awareness. There are... ...effective controls.Establishes risk management practice.... ...transparency.Qualifications:Previous experience in documentation review,...CommercialRiskFull timeShift workWeekend work- ...Global Payment Solutions - Middle Market Miami, Florida;Jacksonville... ...and delivering for our clients, teammates, communities and... ...wide range of work and life experiences. These journeys foster resilience... ...of trends and opportunities, risk management and preparation...RiskWork experience placementWork at officeFlexible hoursShift workDay shift
$215.6k - $327.7k
...McKinstry. As a national leader in designing,... ...the betterment of our clients and our communities. Never... ...are currently seeking a Market Leader—Optimize Ed/Optimize... ...employee-centric work experience are what we can provide... ...identified potential business risk elements and...RiskWork experience placementRemote workVisa sponsorship- ...firm seeking a highly skilled Commercial Lines Client Executive . The Commercial... ...and ensuring their risk management and insurance needs... ...underwriting information for marketing accounts. Actively prospect... ...Desired Education, Skills, and Experience 7+ years of experience...CommercialRisk
$84.3k - $155.4k
...well as coordination for at risk items for the Deloitte GPS Practice... ...Acquisition Regulations, and commercial contracting principles.... ...Specialist Lead, Government Client Contracts Management on the Enterprise... ...'s degree ~5+ years of experience in contract management,...CommercialRiskContract work- ..., to identify and manage profitable middle-market relationships. The role involves providing... ...full range of financial services to clients with significant annual sales. Ideal... ...should have over ten years of commercial banking experience, a strong understanding of complex financial...Commercial
$87.8k
...Crum & Forster (C&F) provides market leading property & casualty,... ...health, specialty and standard commercial lines insurance solutions. A... ...helping our customers manage risk with laser-focused expertise,... ...6+ years of contract surety experience is required. Bachelor’s degree...CommercialRiskContract workWork at officeFlexible hours- ...delivering exceptional client service. As a... ...least eight years of experience working at a... ...and today we are a leader in investment banking... ...business banking, commercial banking, financial... ...across banking, markets, securities services... ...capital, manages risk and extends liquidity...CommercialRisk
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