Client Experience Leader, Commercial Risk - Burnham WGB

Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over 35 years, the innovative programs and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.
We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families.
We are proud to have been named one of Orange County's "Best Places to Work"​ by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."​

The Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues.  They will ensure the delivery of world class service to all current and prospective clients.  Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation of the group.  Will work to ensure that measures put into place are scalable and consistent across areas of business.

PRIMARY 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
Ensure efficiency in workflows and operational execution
Lead service team integration projects
Manage insurance company partner relationships including team meetings, and coordinating training for important market updates
Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength.
Helps create an environment where open communication is encouraged, and morale is high.
Possesses day-to-day oversight, direction and accountability of team colleagues.
KNOWLEDGE, SKILLS & ABILITIES:
Has a high level of technical insurance knowledge.
Can manage his/her performance, adhering to established workflows and processes, along with that of team colleagues.
Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision.
Is organized and possesses excellent verbal and written communication skills.
Working knowledge of appropriate software.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary
Must demonstrate core values, exuding behavior aligned with the firm’s culture.
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 System and/or other CRM-related software

The starting pay is $96,600 -$134,900 salary. Salary is negotiable upon time of offer.

#LI-MD1

#LI-hybrid

IND1

Click here for some insight into our culture!