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Client Contact Lead

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

As a Client Contact Lead, this individual works with the Manager to manage and implement client center operations, enhance systems and processes, and supervises a team of Client Contact Center Representatives, making the most effective and efficient use of staff and technology resources.

PRIMARY RESPONSIBILITIES:

  • Ensures the Client Contact Center Representatives have the knowledge and skills to answer client inquiries, request for support, or problems quickly and effectively
  • Works with the Manager and HR to recruit and train colleagues
  • Promotes positive motivation for colleagues to achieve goals and the company vision
  • Assigns and prioritizes colleague tasks and appropriately shifts efforts to effectively manage workload
  • Monitors live and recorded calls to ensure quality standards are met; provides coaching, feedback, and corrective action to colleagues in accordance with the quality assurance program
  • Coaches, mentors, counsels, and trains colleagues on a continual basis; reviews job contributions and communicates job expectations
  • Conducts monthly one-on-one meetings with direct colleagues
  • Evaluates colleague performance and makes recommendations to Manager on corrective and promotional opportunities
  • Ensures client contact representatives adhere to assigned daily schedules to provide the most efficient and best service for our clients
  • Answers calls, emails, and other forms of contact coming into the contact center as needed
  • Takes escalated calls as needed in order to de-escalate the call and ensure excellent, quality service
  • Maintains a concern for timeliness and completeness when interacting with clients, brokers, or insurance company partners to create a positive experience
  • Recommends measures to improve methods and suggests changes in working conditions to increase efficiency
  • Conducts investigations and participates in projects as necessary


KNOWLEDGE, SKILLS & ABILITIES:

  • Proven ability to supervise the day to day client center operations of six (6) or more colleagues
  • Ability to handle all levels of client complaints and questions and be professional under pressure, displaying a high level of patience
  • Effective written and verbal communications skills
  • Excellent organizational skills
  • Capable of exercising discretion and a high level of confidentiality


EDUCATION & EXPERIENCE:

  • Bachelor’s degree; or equivalent combination of education and work experience
  • At least two (2) years’ experience working in a call center environment
  • 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).
  • Personal Lines insurance industry experience, preferred
  • Proficiency in MS Office Suite, with a focus on Outlook, Excel, and Word
  • Demonstrates the organization’s core values, exuding behavior that is aligned with the corporate culture

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Client Contact Lead, Baldwin Risk Partners

Are you ready to take on a dynamic leadership role with The Baldwin Group in Charlotte, North Carolina? As a Client Contact Lead, you'll be a vital part of our entrepreneurial-led insurance brokerage firm, known for our award-winning commercial and private insurance solutions. This position is perfect for someone with a passion for client service and a knack for team management. Your role involves overseeing a dedicated group of Client Contact Center Representatives, ensuring they are equipped with the skills and knowledge to handle inquiries and issues effectively. You'll work closely with the Manager to refine our center operations while promoting a culture of motivation and collaboration among colleagues. Monitoring calls for quality assurance and providing constructive feedback is key to your success, as well as empowering your team through ongoing training and mentorship. With a holistic approach to insurance and risk management, The Baldwin Group seeks individuals who thrive in building relationships and creating positive client experiences. If you have a background in call center operations and a desire to lead, this opportunity is for you. Come join The Baldwin Group and help us shape the future of insurance and risk management!

Frequently Asked Questions (FAQs) for Client Contact Lead Role at Baldwin Risk Partners
What are the primary responsibilities of a Client Contact Lead at The Baldwin Group?

As a Client Contact Lead at The Baldwin Group, your primary responsibilities involve managing the client contact center operations, ensuring a stellar service experience for clients. You'll supervise a team of Client Contact Center Representatives, recruit new colleagues, and promote a positive work environment. Monitoring call quality, providing coaching, and conducting regular one-on-one meetings to evaluate performance are all vital parts of your role. Your leadership will empower the team to address client inquiries swiftly, making sure everyone adheres to best practices for efficiency.

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What qualifications do I need to become a Client Contact Lead at The Baldwin Group?

To qualify for the Client Contact Lead position at The Baldwin Group, candidates should possess a Bachelor’s degree or an equivalent combination of education and experience. Additionally, at least two years' experience in a call center environment is required. While having personal lines insurance industry experience is preferred, effective communication skills, organizational abilities, and the capacity to handle client complaints professionally under pressure are essential.

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How does the Client Contact Lead handle escalated client calls?

Handling escalated client calls is a crucial responsibility of the Client Contact Lead at The Baldwin Group. When a representative encounters a challenging situation, you step in to de-escalate the issue, ensuring that clients receive excellent service. Your patience, professionalism, and problem-solving skills will come into play as you work to resolve the complaint and maintain a positive client relationship.

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What skills are essential for successful Client Contact Leads in this role?

Successful Client Contact Leads at The Baldwin Group excel in several key areas. Effective written and verbal communication skills are essential for clear interactions with clients and team members. Excellent organizational skills help in managing schedules and workload. Additionally, strong supervisory abilities and a commitment to confidentiality are critical for creating a trustworthy environment within the team and upholding the company’s standards.

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What does the training and onboarding process look like for a Client Contact Lead?

The training and onboarding process for a Client Contact Lead at The Baldwin Group is designed to equip you with the necessary skills and knowledge quickly. You'll begin with comprehensive training that covers company culture, client service protocols, and operational systems. You’ll also work alongside your Manager and receive support from HR to recruit and orient new team members, ensuring everyone is prepared to deliver exceptional service from day one.

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Common Interview Questions for Client Contact Lead
How do you prioritize tasks in a busy call center environment?

When prioritizing tasks in a busy call center as a Client Contact Lead, I first assess the urgency and importance of each task based on client needs and team workloads. I ensure that immediate client inquiries are addressed promptly while delegating tasks effectively among my team members. Open communication is key, and I hold regular briefings to adjust priorities as needed, ensuring that we maintain a high standard of service.

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Can you describe your experience handling difficult customer interactions?

I have extensive experience handling difficult customer interactions, and I approach these situations with empathy and patience. I listen carefully to the client's concerns, validating their feelings before working towards a resolution. By remaining calm and collected, I de-escalate the situation and aim to turn a negative experience into a positive one, ensuring the client feels heard and valued.

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What strategies do you use to motivate your team?

To motivate my team as a Client Contact Lead, I employ a variety of strategies, such as setting clear, achievable goals and celebrating milestones together. I believe in recognizing individual contributions regularly, which fosters a positive team spirit. I also encourage open communication, providing a platform for team members to share ideas and feedback, empowering them to take ownership of their roles.

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What methods do you implement for quality assurance in the call center?

For quality assurance in the call center, I implement a structured monitoring system that includes live call observations and reviewing recorded interactions. I provide constructive feedback based on these reviews and ensure that staff are trained in service standards and best practices. Regularly scheduled quality check-ins and coaching sessions help maintain and elevate our service levels continuously.

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How would you handle training a new colleague in the contact center?

When training a new colleague in the contact center, I start with an orientation that introduces them to our company culture and operational protocols. I provide them with a clear training plan, pairing them with experienced team members for hands-on learning. I promote a supportive environment where asking questions is encouraged, and I regularly check in to troubleshoot any issues they may encounter.

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Describe a time when you had to adapt your leadership style.

There was a time when I had to adapt my leadership style due to changes in our team dynamics. I realized that some colleagues thrived under guidance, while others preferred autonomy. By incorporating a flexible approach, I provided structured direction for those who needed it while allowing more independent team members the freedom to manage their tasks. This adaptability improved overall team engagement and effectiveness.

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What do you think is the most important quality for a Client Contact Lead?

The most important quality for a Client Contact Lead is the ability to communicate effectively. This ensures clarity in expectations and fosters open dialogue with both clients and team members. Strong communication builds trust, enables effective problem-solving, and ultimately leads to better service performance, making it a cornerstone of successful leadership in this role.

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How do you ensure adherence to schedules in the contact center?

To ensure adherence to schedules in the contact center, I implement a rigorous monitoring system that tracks attendance and performance against service level agreements. I encourage accountability by conducting regular check-ins and using a proactive approach to manage workloads. By maintaining open discussions regarding any potential scheduling conflicts, I work with team members to address concerns head-on.

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How do you incorporate feedback into your leadership approach?

Incorporating feedback into my leadership approach is integral to my development as a Client Contact Lead. I actively seek input from my team regarding our processes and my management style. After assessment, I apply this feedback to improve how I communicate, support colleagues’ development, and enhance operational workflows, thus fostering a culture of continuous improvement.

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Why do you want to work with The Baldwin Group as a Client Contact Lead?

I want to work with The Baldwin Group as a Client Contact Lead because I admire your commitment to excellence in client service and innovation in risk management. Your award-winning culture aligns with my values of collaboration and continuous learning. I'm excited to contribute my leadership experience to enhance your client contact center operations and support a team that prioritizes client satisfaction.

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TEAM SIZE
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HQ LOCATION
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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 20, 2025

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