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Baldwin Group

Tailored insurance and risk management solutions

Associate Client Success Manager

Customer SuccessPosted on Nov 13
Full-timeRemote in USANo salary listed

About the Job

Requirements

  • A BA/BS or equivalent experience and 0–2 years of customer success, account management, or other client-facing experience; internships count.
  • Strong organizational skills and the ability to manage multiple tasks and client requests at once.
  • Composure and patience when working through client issues, including high-pressure situations.
  • Ability to work independently on defined tasks and judgment to know when to ask for help.
  • Comfort with data, spreadsheets, and reporting tools.
  • Ability to travel up to 10% of the time.

Responsibilities

  • Support a Client Success Manager in managing a portfolio of property management company clients, helping drive satisfaction, retention, and program growth across the product suite.
  • Serve as the day-to-day point of contact for client questions, requests, and follow-ups, with a focus on fast, accurate responses.
  • Prepare for and participate in client check-ins and business reviews, including building reports on adoption, compliance, and program performance.
  • Monitor client dashboards and tracking data to flag adoption gaps, compliance issues, and early signs of churn, and escalate them to the Client Success Manager.
  • Support new client implementations and the post-implementation transition, helping clients become comfortable with the program and self-sufficient over time.
  • Log client requests, feedback, and issues in internal systems, and work with support resources to track resolution and close the loop with the client.
  • Educate clients on available tools, compliance resources, reporting capabilities, and new product releases.
  • Help identify cross-sell and upsell opportunities and pass them to the Client Success Manager and Distribution teams.
  • Build working knowledge of the full product suite, property management system integration workflows, and the broader multifamily insurance landscape.
  • Surface recurring client trends and needs to the Client Success Manager and leadership.

Desired Qualifications

  • Internship or entry-level experience in property management, multifamily operations, insurance, or a related field.
  • Exposure to property management system platforms such as Entrata, AppFolio, Yardi, or RealPage.
  • Experience in a customer-facing role within InsurTech, software as a service, or managing general agent environments.
  • Basic understanding of renters insurance, liability programs, or compliance tracking in the multifamily space.
  • Active property and casualty insurance license, or willingness to obtain one if required.

About the Company

Baldwin Group

Tailored insurance and risk management solutions

Baldwin Group provides customized insurance and risk-management services for individuals, families, and businesses. It offers digital embedded renters coverage, high-value homeowners insurance, and business protections such as cyber liability and habitational property, all through a network of agents, brokers, wholesalers, and brand partners. The company stands out by pairing consumer and commercial insurance under one umbrella and by running Juniper Re, a specialist reinsurance brokerage started in 2023. Its goal is to reduce complexity in risk management and help clients stay protected and supported through fast, technology-enabled service.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Tampa, FL
Founded
2011

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