Summary
Overview
Work History
Education
Skills
Timeline
Generic

Virginia Sircy

Chicago

Summary

Dynamic and client-focused insurance professional with over 6 years of experience delivering exceptional service across hundreds of small business accounts. Adept at managing client relationships, leading renewal strategy, and guiding customers through the insurance lifecycle with a consultative approach. Consistently maintain a 90%+ bind rate (Feb 2020–May 2025), driven by trust-based partnerships, and KPI accountability. Skilled at collaborating cross-functionally with leadership and tech teams to improve process efficiency and client experience.

Overview

7
7
years of professional experience

Work History

Senior Client Manager, Team Lead

The Baldwin Group dba Founder Shield
Chicago
05.2023 - Current
  • Serve as both client manager and team lead of five within a growing department of nearly 30 employees, overseeing day-to-day performance, development, and morale.
  • Manage a high-volume book of small business clients, leading renewal calls, coverage evaluations, and tailored insurance recommendations.
  • Present and explain complex policy options in clear, client-friendly terms, empowering businesses to make informed decisions.
  • Onboard and coach new team members, many of whom have since been promoted to leadership roles.
  • Partner with leadership and tech stakeholders to refine renewal workflows, onboarding, and documentation tools.
  • Advocate for team well-being while maintaining performance standards, and act as the go-to person for internal process questions.

Account Executive

The Baldwin Group dba Founder Shield
Chicago
01.2020 - 05.2023
  • Handled end-to-end ownership of 700+ SMB accounts; built relationships through discovery calls, renewal strategy sessions, and coverage education.
  • Maintained a consistent 90%+ bind rate over five years, as tracked in the internal KPI dashboard.
  • Delivered consultative service by recommending lines of insurance based on risk profiles and business goals.
  • Conducted policy walkthroughs and renewal presentations to ensure customer retention and satisfaction.
  • Drove the success of the CSB pilot program, which grew into a full-fledged department based on the impact of the model.

Operations Analyst

Founder Shield
New York
08.2018 - 01.2020
  • Acted as the post-sale lead for newly bound accounts, managing applications, surplus lines compliance, billing coordination, and carrier communication.
  • Gained extensive technical insurance knowledge and became a key liaison between the accounting, sales, and support teams.

Education

Bachelor of Arts - Communications

University of Kentucky
Lexington, KY
12-2016

Skills

  • Customer renewals and retention
  • Insurance consulting
  • Client relationship management
  • Cross-functional collaboration
  • Tech-enabled workflows
  • Onboarding and training
  • CRM and AMS platforms
  • Compliance management
  • Small business coverage strategy
  • Team leadership
  • Bind rate optimization
  • Process documentation
  • Customer service excellence
  • Insurance policy analysis

Timeline

Senior Client Manager, Team Lead

The Baldwin Group dba Founder Shield
05.2023 - Current

Account Executive

The Baldwin Group dba Founder Shield
01.2020 - 05.2023

Operations Analyst

Founder Shield
08.2018 - 01.2020

Bachelor of Arts - Communications

University of Kentucky

Similar Profiles

CREATE PROFILE
Virginia Sircy