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
- ...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
- ...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
- ...following job description:The Middle Market Senior Portfolio... ...heightened execution risk. Activity is focused... ...for Truist Corporate & Commercial Bank (TCCB).ESSENTIAL... ...externally with prospects and clients. Underwrites,... ...years of progressive experience in middle market credit...CommercialRiskFull timePart timeShift workDay shift
$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- ...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
- ...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
- ...Client Advocate The Client Advocate runs... ...production team's commercial P&C book, serving... ...that every client experiences responsive, accurate... ..., and translating market activity and... ...Coordinate with claims, risk control, analytics... ...-day service for middle-market or upper-middle...CommercialRiskFull timeTemporary workLocal areaFlexible hours
$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- ...performance of defined market, including the... ...levels of client service quality... ...growth, and Risk Management. Should... ...client experience that positions... ...Advisory Bank in the Commercial segment (defined... ...primary sales leader for five or more... ...Business Banking, Middle Market, and...CommercialRiskFull timePart timeWork at officeLocal areaShift 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- ...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
- ...subsidiaries, is a world leader in the metal... ...and products. Our clients are some of the... ...Accountabilities:Lead strategy, market intelligence, and... ...a forward-looking commercial strategy and... ..., and clear risk or opportunity flags... ...leader with the experience, analytical capability...CommercialRiskFull timeContract workWork experience placementWork at officeShift work
- ...Client Service Manager – VP in Securities... ...least eight years of experience working at a... ...and today we are a leader in investment banking... ...business banking, commercial banking, financial... ...leader across banking, markets, securities... ...capital, manages risk and extends liquidity...CommercialRisk
$230k - $297.5k
...direct role in complex commercial transactional work... ...'s global capital markets business —... ...addressing legal risk in business-centric... ...teams.Assist business leaders with contract... ...a way that allows clients to act on them. You... ...0+ years of legal experience in capital markets...CommercialRiskContract workImmediate startFlexible hours$163.4k - $322.1k
...Care practice. Our leaders work side-by-side to... ...doThe Health Care Marketing Strategy Manager is a client-facing consulting leader... ..., and Health Care commercial acumen to help... ...allocationo Customer experience and engagement... ...scope, timelines, risks, and dependencies across...CommercialRiskLocal areaFlexible hours- ...for managing all client implementation activity... ...overall program risks and issues process... ...Skills/Experience:Influence - Work effectively... ...today we are a leader in investment banking... ...business banking, commercial banking, financial... ...across banking, markets, securities services...CommercialRiskWork at office
$150k
...Banking & Capital Markets Tax Director, you... ...advice and guidance to clients on tax planning,... ...generation of leaders.In this role within... ...while minimizing risks of non-compliance.... ...inclusion, and a commercial mindset are all foundational... ...least 8 years of experience- At least one of...CommercialRiskFull timeH1b- ...solutions that help commercial clients receive, process, deposit... ...and integrated experiences. The role is accountable... ...client outcomes, product risk, modernization and... ...on client needs, market trends, competitive positioning... ...decisions for senior leaders and communicate...CommercialRiskFull timeWork experience placementRemote work
$169.04k - $253.56k
...supporting our global Markets trading activities. This... ...to front office, risk, and legal teams, managing... ...and delivering commercially practical, risk-appropriate... ...impacting trading activities, client relationships, and... ...of relevant industry experience, preferably in...RiskFull timeContract work- ...AI/ML Lead within Commercial & Investment Bank... ...Science.7+ years of experience in applied ML/AI... ...institutional and government clients under the J.P.... ...today we are a leader in investment... ...leader across banking, markets, securities... ...capital, manages risk and extends liquidity...CommercialRisk
$163.4k - $322.1k
...Position Summary The Experience Design Strategy Manager is a client-facing consulting leader who delivers experience... ..., and Life Sciences commercial knowledge to help... ...overseeing scope, timelines, risks, and dependencies... .... These complex market dynamics are requiring...CommercialRiskLocal areaFlexible hours- ...Associate in Money Market Funds within... ...realization, balances, client adoption, and... ...feature adoption, risk posture, controls... ...reliability, and client experience outcomes.Execute... ...projects and commercialization efforts.Required... ...today we are a leader in investment banking...CommercialRiskTemporary work
$198.7k - $391.6k
...Position Summary The Experience Design Strategy Senior Manager is a client-facing consulting leader responsible for... ..., and Life Sciences commercial acumen. Recruiting... ...managing scope, timelines, risks, dependencies, and... ...companies. These complex market dynamics are...CommercialRiskLocal area$65k - $90k
...solutions company that helps clients around the world turn risk into a path for growth.... ...of client delivery, market execution, and global collaboration... ...an exceptional service experience. Provide day-to-day... ...~5+ years of commercial Property & Casualty insurance...CommercialRiskFull timeTemporary workWork at officeLocal areaRemote workOverseasVisa sponsorshipWork visaFlexible hours- ...with teammates and clients, and you enjoy... ...Young is a global commercial real estate brokerage... ...Analyst to join our Market Intelligence team,... ...a trusted thought leader in the business... ...opportunities, and emerging risks.Maintain and... ...or equivalent experience required5+ years of...CommercialRiskFull timeTemporary workImmediate startShift work
- ...solutions for a global leader in financial services... ...to automate low-risk, high-volume outcomes... ...domain expertise, with experience in client/transaction screening... ...small business banking, commercial banking, financial... ...leader across banking, markets, securities services...CommercialRiskShift work
- ...large portfolio if clients? If so, come join our... ...capital, manage risk and extend liquidity in markets around the world. Job... ...enhance the client experience.Required... ...and today we are a leader in investment banking... ...business banking, commercial banking, financial...CommercialRiskFlexible hours
- ...the right team.As a Client Service Delivery... ...problems/potential risk to second level... ...beneficial outcomes.Experience in using problem-solving... ...today we are a leader in investment... ...business banking, commercial banking, financial... ...leader across banking, markets, securities...CommercialRiskLocal area
$72.2k - $104k
...delivering exceptional client service. As a... ...to five years of experience working at a financial... ...today we are a leader in investment banking... ...business banking, commercial banking, financial... ...across banking, markets, securities... ...capital, manages risk and extends liquidity...CommercialRiskFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Leader, Commercial Risk-Middle Market. Be the first to apply!
- helpdesk team lead Tampa, FL
- team lead full time Tampa, FL
- team leader full time Tampa, FL
- team lead data science Tampa, FL
- team leader mental health Tampa, FL
- disability team leader Tampa, FL
- mobile team lead Tampa, FL
- executive team lead asset protection Tampa, FL
- market leader Tampa, FL
- summer camp leader Tampa, FL


