Jobs at The Baldwin Group

Manage insurance licensing compliance for colleagues and business entities across jurisdictions. Responsibilities include applications, renewals, affiliations, continuing education, state registrations, licensing data maintenance, reporting, audits, regulatory inquiries, and process improvement. The role provides guidance on state-specific requirements and serves as a contact for colleagues, carriers, and regulators.

Manages complex insurance placements by assessing client needs, preparing RFPs and proposals, marketing business to carriers, evaluating coverage options, and negotiating rates and terms. Maintains relationships with underwriters, researches insurance products and market developments, prepares client analyses, and supports renewals and alternative coverage solutions. Requires strong communication, presentation, negotiation, analytical, and organizational skills, along with an active insurance license.

Manages employee benefits client relationships, renewals, onboarding, compliance, service inquiries, carrier negotiations, and benefit communications. Analyzes plan options, claims, funding models, and contribution strategies; prepares presentations and documentation; coordinates enrollment meetings; and partners with internal teams, vendors, and carriers to deliver accurate, timely service and improve client retention.

Markets assigned private-risk insurance accounts, develops placement and renewal strategies, and coordinates service delivery. Builds relationships with insurance carrier partners, maintains knowledge of carrier requirements, audits marketing information, reviews work products, and prepares reports. The role also mentors and trains marketing analysts, supports process improvements, handles special projects, and ensures compliance with state insurance licensing requirements.

Leads the insurance compliance organization, overseeing regulatory change management, product compliance, audits, market conduct exams, risk mitigation, policies, controls, and regulatory inquiries. Advises Legal, Product, Operations, and senior leadership on multi-state and federal requirements. Drives process improvement, automation, analytics, AI adoption, training, and compliance reporting while developing a high-performing team.

Sells personal home insurance policies through inbound and outbound phone sales using provided warm leads. Responsibilities include gathering prospect information, recommending coverage, presenting proposals, closing sales, coordinating deposits and policy documentation, briefing service teams, meeting monthly sales goals, and maintaining accurate client and insurer communications. The employer provides paid training and licensing support for the property and casualty insurance license.

Designs and maintains enterprise data architecture, including data lakes, warehouses, integrations, migrations, orchestration, and data management protocols. Partners with architects, DBAs, BI teams, product leaders, and business stakeholders to support analytics and data science. Requires deep experience with cloud data environments, Azure SQL, Microsoft Fabric, Spark, Hadoop, PySpark, SparkSQL, security protocols, and enterprise data integrations.

Directs commercial risk sales by developing revenue strategies, expanding markets, managing key client relationships, and leading a high-performing sales team. Responsibilities include hiring, coaching, monitoring performance, upselling insurance products, ensuring regulatory compliance, collaborating across departments, and tracking market and competitor trends. The role requires strong insurance knowledge, particularly Medicare regulations, leadership capabilities, communication skills, analytical thinking, and proficiency with Microsoft Office and Excel.

Develops insurance coverage solutions for commercial risk clients by assessing needs, identifying carriers, marketing new and renewal business, negotiating rates and terms, and preparing proposals. Builds relationships with clients, advisors, agency personnel, and underwriters while maintaining insurance-marketplace expertise. The role requires strong communication, presentation, negotiation, analytical, and organizational skills, an active state insurance license, and proficiency with Microsoft Office.

Sell personal insurance policies to prospective customers by phone and email. Provide quotes, evaluate risks, recommend carriers and coverage, manage leads and quoting tasks, meet sales and quality targets, and maintain relationships with lead sources. The role requires a consultative approach, strong organization, communication, problem-solving, and time-management skills in a high-volume call center environment.

The Advisor is responsible for selling and renewing insurance accounts, building client relationships, and achieving new business goals while adhering to firm policies.

Leads the Commercial Risk Placement department, supervising placement professionals and managing marketing, underwriting, and placement of new business. Oversees pipeline triage, carrier relationships, staff training, performance reviews, audits, workflows, and service quality. Develops placement strategies, supports agency growth, identifies operational improvements and risk exposures, and collaborates with sales, service, management, and carrier teams. Requires 5–7 years of commercial insurance experience, comprehensive P&C knowledge, and an active Property/Casualty license.

Manages complex commercial insurance client portfolios, leading renewal strategy, coverage analysis, compliance, risk recommendations, and client-facing deliverables. Resolves escalated coverage, billing, claims, and policy issues while coordinating carriers and internal teams. Delivers executive-level presentations and QBR insights, oversees major client timelines, supports retention, mentors colleagues, and drives process improvements. Requires advanced commercial insurance expertise, strong relationship management, analytical, communication, and presentation skills.

Manages complex employee benefits client portfolios, leading renewals, compliance, plan analysis, strategic recommendations, QBRs, communications, and escalated service resolution. Builds long-term client relationships, coordinates internal and third-party teams, oversees deliverables, resolves billing and claims issues, mentors colleagues, and drives process improvements. Requires advanced employee benefits expertise, strategic consulting ability, executive presentation skills, and experience managing mid- to high-complexity accounts.

Manages complex employee benefits client portfolios, leading renewal strategies, compliance, plan analysis, presentations, escalated issue resolution, and strategic client guidance. Builds long-term relationships, coordinates internal and external partners, oversees deliverables, reviews benefit communications, resolves billing and claims issues, and mentors colleagues while supporting retention and service improvements.

Manages commercial insurance client relationships, renewals, onboarding, policy documentation, compliance activities, coverage analysis, and carrier coordination. Develops tailored coverage recommendations, presents renewal options, prepares client-facing reports, resolves service issues, and supports retention. The role requires commercial insurance expertise, strong analytical and communication skills, proficiency with agency management and workflow systems, and a current Property & Casualty license.

Manages employee benefits renewal processes, including open enrollment, eligibility, compliance, implementation, and client communications. Coordinates with clients, carriers, vendors, internal teams, and relationship managers to resolve complex service issues, maintain accurate records, and meet deadlines. Prepares renewal and benefits materials, supports COBRA and other compliance activities, identifies process improvements, and contributes to client retention through accurate, timely benefits administration.

Manages employee benefits client relationships, renewals, onboarding, compliance, service inquiries, and carrier/vendor coordination. Advises clients on benefit solutions, analyzes plan and claims data, presents renewal options, prepares employee communications, and coordinates enrollment activities. Ensures accurate deliverables, regulatory compliance, workflow execution, and high-quality client service while partnering with advisors, specialists, carriers, and internal teams.

Prepares actuarial and risk analytics, including loss projections, claims analysis, collateral projections, program comparisons, and financial impact analyses. Builds client dashboards and presentations, supports catastrophe modeling, summarizes findings, and participates in client meetings. The role translates complex claims and financial data into actionable insights while developing proficiency in R, SQL, Python, and data visualization tools.

Leads a captive insurance consulting practice, overseeing client engagements, feasibility studies, formations, program reviews, team development, quality standards, business development, regulatory relationships, and practice strategy. Advises complex captive clients on alternative risk financing, monitors regulatory and tax developments, leads proposals, and represents the practice with industry stakeholders.