Senior Relationship Manager
Baldwin Risk Partners, LLC, Charlotte, NC, United States
Senior Relationship Manager page is loaded## Senior Relationship Managerremote type:
Hybridlocations:
Charlotte, North Carolina, UStime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR109576The 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.**Senior Relationship Manager (Embedded Partners – Home Insurance)**We’re seeking a **Senior Relationship Manager** to lead and manage relationships with our current mortgage partners. This role is responsible for ensuring consistent execution across sales alignment, service delivery, and reporting for embedded home insurance programs.**Responsibilities*** Serve as the primary point of contact for assigned mortgage partners* Oversee day-to-day relationship management, ensuring alignment across sales, service, and reporting* Ensure partners are properly supported in delivering home insurance solutions within their mortgage workflows* Monitor program performance and ensure adherence to service standards, SLAs, and compliance requirements* Coordinate with internal teams to resolve issues and maintain a seamless partner experience* Lead regular partner check-ins and business reviews focused on performance, service quality, and operational improvements* Manage escalations and ensure timely resolution of partner or client issues* Identify process gaps and work with leadership to improve program execution and consistency**Qualifications*** Strong relationship management experience with external partners or accounts* Operational mindset with the ability to manage ongoing programs (not just sell into them)* Solid understanding of homeowners insurance and how it integrates into mortgage processes* Strong communication and organizational skills* Ability to manage multiple partners and priorities simultaneously* Comfort working with reporting, metrics, and service-level expectations* 3–5+ years of experience in insurance, mortgage, or partner/account management* Property & Casualty license preferred (or willingness to obtain)* Experience working with mortgage companies or embedded insurance programs is a strong plus* Familiarity with agency management systems and reporting toolsIMPORTANT 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.Click
for some insight into our culture!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.The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams.
We Protect the Possible.*The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.* #J-18808-Ljbffr
Hybridlocations:
Charlotte, North Carolina, UStime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR109576The 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.**Senior Relationship Manager (Embedded Partners – Home Insurance)**We’re seeking a **Senior Relationship Manager** to lead and manage relationships with our current mortgage partners. This role is responsible for ensuring consistent execution across sales alignment, service delivery, and reporting for embedded home insurance programs.**Responsibilities*** Serve as the primary point of contact for assigned mortgage partners* Oversee day-to-day relationship management, ensuring alignment across sales, service, and reporting* Ensure partners are properly supported in delivering home insurance solutions within their mortgage workflows* Monitor program performance and ensure adherence to service standards, SLAs, and compliance requirements* Coordinate with internal teams to resolve issues and maintain a seamless partner experience* Lead regular partner check-ins and business reviews focused on performance, service quality, and operational improvements* Manage escalations and ensure timely resolution of partner or client issues* Identify process gaps and work with leadership to improve program execution and consistency**Qualifications*** Strong relationship management experience with external partners or accounts* Operational mindset with the ability to manage ongoing programs (not just sell into them)* Solid understanding of homeowners insurance and how it integrates into mortgage processes* Strong communication and organizational skills* Ability to manage multiple partners and priorities simultaneously* Comfort working with reporting, metrics, and service-level expectations* 3–5+ years of experience in insurance, mortgage, or partner/account management* Property & Casualty license preferred (or willingness to obtain)* Experience working with mortgage companies or embedded insurance programs is a strong plus* Familiarity with agency management systems and reporting toolsIMPORTANT 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.Click
for some insight into our culture!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.The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams.
We Protect the Possible.*The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.* #J-18808-Ljbffr