baldwin

Client Experience Leader, Commercial Risk-Middle Market

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At a Glance

Location
Tampa, Florida, United States
Employment
Full time
Experience
5+ years
Posted
2026-07-27

Key Requirements

Required Skills

CRMExcelMicrosoft OfficePowerPoint

Domain Knowledge

  • Insurance
  • Medical

Requirements

Has a high level of technical insurance knowledge.

Working knowledge of appropriate software.

Minimum 5 years of related experience in a service industry and in a leadership capacity

Experience with Agency Management System and/or other CRM-related software

The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

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 experience

Responsible for achieving and maintaining high client retention

Lead service team integration projects

Manage insurance company partner relationships including team meetings, and coordinating training for important market updates