Client Experience Leader, Commercial Risk-Middle Market

Primary Responsibilities

• Leads the execution of client segmentation strategy to ensure overall business goals, profitability, and retention are met.
• Enhances the client experience by leading execution of strategies.
• Achieves and maintains high client retention rates.
• Ensures efficiency in workflows and operational execution.
• Manages insurance company partner relationships, including team meetings and coordinating training for important market updates.
• Effectively coaches, mentors, and manages team colleagues to develop bench strength.
• Creates an environment of open communication and high morale.

Knowledge, Skills & Abilities

• High level of technical insurance knowledge.
• Adheres to established workflows and processes, and motivates team colleagues to achieve vision.
• Organized and possesses excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn and use other relevant software systems as needed.

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 capacity.
• Experience with agency management systems and/or other CRM-related software.