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Sr Director, Client Experience, Commercial Risk
1 month ago
POSITION 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
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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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