Jobs at The Baldwin Group

Lead and scale talent programs across the colleague lifecycle—onboarding, performance, competency frameworks, career pathing, succession, assessments, and talent reviews—partnering with leaders and HR COEs to drive adoption, measure outcomes, and improve organizational effectiveness using data and HCM systems.

Support a Partner-level advisor by generating leads, nurturing client relationships, creating presentations and content, coordinating events/webinars, and managing long-cycle business development using CRM tools and insurance industry knowledge.

Lead regional new business strategy and execution across Commercial and Employee Benefits. Recruit, develop, and retain Advisors and Sales Leaders. Drive sales activity via CRM, SCORE model training, forecasting, and reporting. Partner with segment leadership to enhance client experience, identify growth opportunities, and ensure advisor integration and training with partnered firms.

Review and process client and carrier invoices, reconcile accounts, resolve billing discrepancies, maintain financial records in agency/accounting systems, assist collections, support audits and compliance, collaborate with internal teams and carriers, and recommend process improvements to improve billing accuracy and efficiency.

Manage employee benefits accounts, oversee policy activity and renewals, analyze claims and benchmark trends, ensure ACA compliance, present proposals and enrollment materials, cultivate insurer relationships, and provide high-quality client service and stewardship.

The Client Executive manages client strategies, providing day-to-day service, resolving issues, and preparing marketing processes for insurance products while maintaining strong client relationships.

Serve as the primary liaison for individual life insurance cases, managing the underwriting lifecycle from illustration through policy placement and post-issue service. Coordinate with advisors, carriers, and BGAs, oversee medical and underwriting requirements, maintain CRM documentation, and deliver proactive, high-touch client communication and customized insurance solutions.

Make high-volume outbound calls (150+ daily) to inbound leads, gather customer information, set up new accounts, enter data accurately, follow up with customers, and pass qualified leads to licensed agents while promoting insurance products and meeting daily/weekly goals.

Entry-level financial analyst supporting employee benefits: contributes to design, financing, delivery, management and communication of health and group benefit programs; coordinates reporting and project workflow; completes monthly financial reporting and assists on more complex projects.

Provide administrative support for the Southeast team: manage phone and calendar communications, organize documents and office operations, arrange travel, prepare meetings and mail, process expense reports, and support events to ensure efficient daily office and virtual operations.

The Director of Sales will lead personal lines insurance sales strategies, manage a team of Sales Advisors, and drive growth in the Northeast region.

The Senior Financial Analyst will analyze financial results, provide reports, develop models, support planning and forecasting, and collaborate with stakeholders to enhance business insights.

The Placement Executive partners with Advisors to provide excellent service in Commercial Insurance and Risk Management, maintaining client relationships and evaluating insurance options.

Serve as primary liaison between carriers and clients to manage employee benefit programs, renewals, compliance, onboarding, and service inquiries. Analyze benefits, prepare renewal recommendations, negotiate with carriers, coordinate internal teams, develop employee communications, and ensure timely, accurate deliverables to drive client satisfaction and retention.

Sell new and renew existing commercial insurance accounts, build and maintain client and partner relationships, present proposals, finalize sales, onboard paperwork to service team, meet monthly new business goals, and maintain knowledge of underwriting and firm policies.

Support account executives and producers on marketing and servicing commercial oil & gas insurance accounts, manage renewals, coordinate with carriers and brokers, maintain policy files and shared drives, issue certificates and invoices, handle client setup in EPIC, and perform administrative and accounting follow-up.

Lead and develop a client service team to deliver world-class commercial insurance and risk management service. Drive client segmentation, retention, workflow efficiency, service integration projects, and insurer partner relationships. Coach and mentor staff, set performance metrics, and ensure scalable, consistent processes to support growth and profitability.

Provide high-quality, timely service to high-net-worth clients: respond to service requests, process endorsements, issue new business, answer coverage questions, and remarket accounts as needed.

Senior-level insurance producer responsible for driving revenue through prospecting, client advisory, and market engagement. Builds pipelines, designs commercial and benefits insurance solutions, leads executive-level consultative discussions, leverages carrier relationships, and partners with internal teams to deliver and retain complex mid-to-large market programs.

The Sales Enablement Specialist will support internal referrals, manage pipelines, and assist in commercial risk management, while developing external relationships.