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The Baldwin Group · 5 hours ago

Sr. Director of Client Experience, Employee Benefits - IAS, West

Seattle, Washington, US

Full-time

Onsite

Director/Executive

$220K/yr - $220K/yr

15+ years exp

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted insurance solutions. The Sr. Director of Client Experience ensures the coordination and delivery of exceptional service to clients while leading a cross-functional team to drive growth and enhance client experience.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Lead client experience, 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%)

Qualification

Client ExperienceFinancial AcumenLeadershipMicrosoft Office SuiteCommunication SkillsMultitaskingTechnical CredentialingInsurance LicenseCollaboration SkillsAdaptability

Required

Undergraduate/Bachelor's Degree required

15 years' experience required

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)

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

Preferred

15+ years' experience preferred

Technical credentialing preferred

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees