Jobs at The Baldwin Group

Leads nationwide operational excellence for Employee Benefits operations by developing standards, streamlining workflows, ensuring regulatory and audit compliance, optimizing agency management systems, establishing KPIs, and driving continuous improvement. Partners with regional leaders, technology teams, client service groups, and senior management to implement cross-functional initiatives, provide operational expertise, and manage integrations during mergers, acquisitions, or restructuring.

Design scalable, secure enterprise solutions for Baldwin Retail, translating product requirements into technical designs. Build agentic AI and automation, integrate cloud (AWS/Azure), produce ADRs and specifications, evaluate third-party platforms, embed security and compliance controls, collaborate with Product, Security, and Data, and create reusable architecture patterns and prototypes.

Manages employee benefits client accounts, including onboarding, renewals, compliance updates, plan documentation, open enrollment, policy activity, and client inquiries. Prepares and presents claim analyses, benchmarking, renewal recommendations, plan alternatives, and contribution models. Coordinates with insurance carriers and internal teams, markets risks for alternative coverage, conducts enrollment meetings, maintains client relationships, and identifies process improvements.

Leads client experience strategy, segmentation, retention, service workflows, and operational execution for commercial risk clients. Manages insurance company relationships, service team integration, coaching, performance management, onboarding, and team accountability. Analyzes KPIs, improves client-facing processes, and supports profitability and business goals in a fast-paced insurance environment.

Reviews and analyzes First Notice of Loss submissions, determines appropriate claim pathways, and supports prompt adjudication. Prepares underwriting reviews and claim-related correspondence under a Claims Consultant’s guidance. Maintains accurate records, ensures regulatory and procedural compliance, provides client servicing and status updates, and contributes to claims process improvements.

Sells personal lines home insurance policies through inbound and outbound phone sales. Builds prospect and partner relationships, gathers client information, recommends coverage, presents proposals, closes sales, coordinates deposits and policy documentation, and briefs service teams. Maintains knowledge of insurance products and underwriting criteria, meets monthly new-business goals, ensures accuracy, and identifies process improvements. The company provides licensing, paid training, warm leads, benefits, and commission opportunities.

Directs employee benefits compliance for the West region, with emphasis on California health and welfare requirements. Provides legal and regulatory guidance, interprets legislative developments, creates client deliverables, supports sales and client education, manages large-scale compliance projects, and mentors junior team members. Advises clients and colleagues on federal, state, and local mandates while translating complex legal requirements into practical guidance.

Supports the enterprise internal control environment across business operations, technology, financial reporting, information security, regulatory compliance, and risk management. Responsibilities include documenting processes and controls, conducting risk assessments and control testing, maintaining evidence, coordinating audits, tracking remediation, supporting regulatory compliance, preparing reports, and recommending control improvements. The role collaborates with business and technology stakeholders to identify risks, address control gaps, and promote effective governance.

Supports private equity property and casualty insurance clients through renewal and new business processes. Responsibilities include leading client meetings, interpreting claims data, preparing submissions, analyzing carrier quotes, developing presentations, overseeing policy implementation, reviewing documents, coordinating claims and analytics resources, maintaining client portals, monitoring payments, and processing audits and endorsements. The role requires strong client relationship management, communication, organization, multitasking, Microsoft Office proficiency, a bachelor’s degree or equivalent experience, a state-specific license, and 2–7 years of property and casualty experience.

Support senior wealth advisors while building client relationships, developing financial plans, monitoring portfolios, preparing reports, responding to client inquiries, and coordinating integrated wealth, retirement, and insurance solutions. The role also involves business development, client onboarding, documentation, compliance, and maintaining knowledge of investments, tax considerations, and planning strategies.

Sells new employee benefits accounts and renews existing accounts while building relationships with clients, prospects, insurance partners, and internal service teams. Presents proposals, explains coverage, finalizes sales, collects documentation, develops prospects through networking and referrals, and meets monthly new-business goals. Maintains insurance industry knowledge, underwriting awareness, accuracy, timeliness, and compliance with firm procedures. Must maintain or obtain required state insurance licenses within 90 days.

Sell personal insurance policies through inbound calls and email using a consultative approach. Quote coverage across multiple carriers, evaluate customer risks against underwriting guidelines, recommend suitable policies, manage leads and quoting in the company sales system, meet sales and quality targets, maintain lead-source relationships, and prioritize workload in a fast-paced call-center environment.

Leads service teams and carrier relationships for large commercial insurance accounts. Responsibilities include marketing, risk-map preparation and review, insurance coverage analysis, placement and renewal strategy, client recommendations, service delivery coordination, process improvement, special projects, and mentoring. Requires strong insurance market and underwriting knowledge, client-service skills, communication abilities, relevant licensing, and at least five years of account-management experience.

Provides administrative support for the Birmingham office mail and printer rooms. Responsibilities include sorting and distributing incoming mail, processing outgoing shipments, providing switchboard coverage, assisting with basic IT setup, managing supplies and inventory, downloading policies, invoicing, preparing certificates, and coordinating copier maintenance. The role requires a high school diploma or GED and 0–1 year of relevant experience.

Underwrites, rates, quotes, binds, and services complex employee benefits accounts. Reviews risks and bind requests, prepares broker proposals, manages renewals and cancellations, ensures compliance with underwriting guidelines, refers accounts to carriers, and documents communications. Partners with leadership on process improvements, mentors underwriters, supports departmental production goals, and maintains professional relationships with brokers and clients.

Provides technical insurance and risk-management support for assigned commercial surety accounts. Manages renewals, binders, endorsements, invoicing, coverage changes, applications, quoting, premium collection, and client communications. Analyzes risk exposures and existing coverage, develops recommendations, identifies additional insurance opportunities, and maintains relationships with carrier partners. Requires strong knowledge of insurance markets and underwriting requirements, relevant industry experience, and required state licensing.

Entry-level commercial insurance sales role with in-depth training and mentoring. Responsibilities include prospecting, generating, soliciting, and closing new accounts, retaining clients, presenting proposals, learning insurance products and underwriting criteria, and using firm software. Must obtain and maintain Property & Casualty license within required timeframe.

Manages commercial insurance policy renewal lifecycle processes for assigned clients, including exposure data, compliance, documentation, certificates, and implementation. Coordinates with clients, relationship managers, carriers, vendors, and internal teams to resolve issues, maintain accurate records, meet deadlines, and deliver high-quality service. Prepares renewal materials and client communications, supports retention and growth, participates in client meetings, and identifies process improvements.

Eight-week paid internship providing rising college seniors with hands-on exposure to corporate risk management and specialty insurance. Interns are placed in Natural Resources or Surety, learn insurance practice lines, collaborate with clients and insurance professionals, participate in networking and professional development, and conduct research, data analysis, and client-focused projects.

An eight-week specialty insurance internship providing hands-on exposure to commercial risk management, financial lines, professional liability, and cyber solutions. Interns conduct research and data analysis, support client-focused projects, learn insurance practice lines, collaborate with clients and insurance professionals, participate in networking and professional development, and complete a team-based sales prospecting and presentation project.