Regional Account Manager

The Baldwin Group

. Provide ongoing training in all builder/lender divisions within the assigned territory .

Posted 9/17/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Insurance Sales and Marketing, with a strong focus on Property & Casualty insurance products and regulatory compliance. Proven ability to manage client relationships, coordinate cross-functional teams, and deliver effective training and marketing materials.

Highest-signal resume keywords

Insurance Sales ExperienceProperty & Casualty Agent’s LicenseRegulatory Compliance KnowledgeClient Relationship ManagementExcellent Verbal and Written Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance SalesMarketing ManagementClient Record MaintenanceRegulatory ComplianceWindows Based ProgramsAttention to DetailPrioritization SkillsTravel ManagementPresentation SkillsClient Education

Soft Skills

Self-MotivatedDependableProblem-SolvingInterpersonal SkillsTeam Coordination

Tools & Technologies

Agency Management SystemsMarketing MaterialsPersonal Computer Equipment

Certifications & Qualifications

Property & Casualty Agent’s License

Industry Keywords

CFPBRESPADepartment of InsuranceHomebuilding ClientsMortgage Industry

About the role

Key responsibilities & impact

Provide ongoing training in all builder/lender divisions within the assigned territory
Promote WIA services and benefits to clients and their customers
Manage a portfolio of homebuilding and mortgage-affiliated clients
Serve as the primary point of contact for service needs, inquiries, and relationship management
Coordinate cross-functionally to resolve issues and maintain CFPB, RESPA, and mortgage industry regulatory compliance
Assist in managing marketing materials and promotional items
Print and mail marketing materials to clients
Maintain accurate client records in agency management systems
Respond to client inquiries, resolving issues or escalating complex matters
Attend all scheduled meetings
Visit clients in designated or targeted territories according to road map requirements
Create and distribute monthly touch-points for all clients
Educate clients on the insurance industry, insurance carriers, and current capacity
Travel to various locations as required

Requirements

What you’ll need

Two to three years experience in Insurance Sales, Marketing or an equivalent combination of education and/or experience
Current Property & Casualty Agent’s license (or ability to obtain one)
Knowledge of Property & Casualty insurance products for multiple states and carriers
Experience with Department of Insurance state specific solicitation and selling regulations
Excellent verbal, written and presentation skills
Good computer skills experience with Windows based programs
Attention to detail and ability to prioritize work assignments
Dependable, self-motivated and able to take action with minimal direction
Ability to travel frequently (50% or more of time)
Ability to operate personal computer equipment for six to eight hours daily
Ability to occasionally lift and/or move up to 25 pounds

Benefits

Comp & perks

Frequent travel requirement (50% or more of their time)
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions