The Baldwin Group Benefits Overview

Leads an employee benefits client experience team by managing, coaching, and developing colleagues; executing client segmentation and retention strategies; improving workflows and service delivery; overseeing integration projects; managing insurance carrier relationships; and ensuring operational consistency, profitability, and client satisfaction. The role requires insurance expertise, state insurance licenses, leadership experience, and familiarity with agency management or CRM systems.

Manage insurance product development, enhancements, market expansion, and regulatory compliance for MSI’s Multifamily segment. Analyze product performance, profitability, competitors, pricing, coverage, filings, and market trends. Build product roadmaps, lead cross-functional initiatives, collaborate with distribution, actuarial, claims, technology, compliance, and data teams, and provide strategic recommendations to executives. The role includes using statistical analysis, Excel, and SQL to improve growth and financial results.

Manages marketing and client service processes for a senior living insurance book of business. Leads service teams, supports renewals and prospect presentations, analyzes financial and claims data, prepares submissions and client materials, evaluates quotes, oversees sold-business implementation, reviews policy documents, and supervises workflow support staff.