The Baldwin Group
Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
Dallas, Texas, US · Senior
Sponsorship not specifiedDetected 6 days ago
ExcelCommunicationMicrosoft Office
About the role
- This individual must also evaluate and educate clients on missing or newly available coverage options.
- The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site.
Responsibilities
- Excellent interpersonal skills and face-to-face relationship building abilities
- Have working relationships with industry partners and utilizing these specialists and network for the betterment of their clients' service and support and their own expertise.
- Build and solidify client relationships through a distinctive experience that leverages the unique value proposition of the firm's business
- Manages client relationships with goal of developing first call status for all insurance planning and needs.
- Ability to support advisors and assist in managing book of business
- Identify changing needs and develop strong customer relationships
- Ability to analyze complex risk exposures, and existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping.
Requirements
- Ability to learn appropriate insurance company and firm software systems.
- Experience with managing clients either on the advisor level or on a client manager level.
- Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business
Nice to have
- Bachelors Degree required
- 10+ years of demonstrated advisory, client management and plan management experience preferred
- Fast paced, multi-tasking environment.
- Some travel may be required.
Skills
- Excellent verbal and written communication skills.
- Makes sound judgments and decisions based on objective analysis and multiple perspectives.
Company info
- Identify customers ' insurance needs by basic modules
- Maintain and update records as well as files on existing customers
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This listing is sourced directly from The Baldwin Group's careers page and normalized into a canonical job model.