Senior Relationship Manager

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 tools

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.