Jobs at The Baldwin Group

Serve as primary relationship manager for a portfolio of mid-to-high complexity clients overseeing employee benefits programs, renewals, compliance, and retention. Lead multi-year renewal strategy, analyze benefits and claims data, deliver strategic recommendations and Quarterly Business Reviews, resolve escalated enrollment, billing, and coverage issues, manage compliance calendar, coordinate cross-functional deliverables, mentor colleagues, and drive process improvements to enhance client satisfaction and retention.

Support partner financial advisors with sales enablement and client services, manage pipelines, generate leads, and create presentations for wealth management.

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.

Support Brokers and Account Executives on new and renewal business for Senior Living & Healthcare clients. Coordinate submissions, obtain carrier quotes and binders, perform initial policy reviews and surplus lines filings, prepare client materials, manage renewal deadlines, and maintain client/carrier relationships while assisting with administrative tasks and special projects.

Make 150+ outbound calls daily to inbound leads, gather customer information, set up accounts, enter data accurately, pass qualified leads to licensed agents, follow up with customers, promote products, and meet daily/weekly goals in a fast-paced call center.

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.

Lead compliance operations for a new insurance exchange, ensuring adherence to regulations, developing policies, and supporting strategic initiatives in compliance risk management.

The Inside Sales Advisor drives pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a consultative sales experience. Responsibilities include managing a sales pipeline, engaging leads, conducting discovery conversations, and nurturing client relationships.

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.

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

Manage day-to-day configuration, support, maintenance, and enhancements of Salesforce. Gather requirements, design scalable solutions, run projects end-to-end, create documentation and training, perform admin tasks, configure automation, provide user support, and assist the product owner with sprint planning.

Process and review client and carrier invoices, reconcile accounts, maintain financial records, support collections and audits, collaborate with stakeholders, resolve billing discrepancies, and recommend process improvements to ensure accurate, compliant billing operations.

Advocate for high-net-worth clients on complex personal lines claims (homes, autos, watercraft, collections, excess liability). Establish claims protocols, monitor reserves and handling quality, coordinate carriers and vendors, provide status reporting, mentor junior staff, and support business development and retention.

The Lead Financial Analyst will drive business decisions by analyzing financial results, developing reports, and mentoring junior analysts. The role involves collaboration with various teams, project leadership, and supporting budgeting and forecasting efforts.

Manage small-business renewal accounts end-to-end: log client data, market policies, obtain quotes, liaise with carriers/wholesalers, bind coverage, handle endorsements/billing/certificates, and improve internal systems to retain clients.

The Accounting Analyst at JGS processes cash transactions, reconciles accounts, issues commission checks, and maintains accounting records. They support various accounting tasks while adhering to service level agreements.

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

The Client Manager will manage client accounts, maintain relationships with insurance carriers, handle inquiries, and ensure service delivery while mentoring colleagues and seeking operational improvements.

Join as an Associate Advisor to learn commercial lines insurance through training and mentorship, build a book of business, prospect and close new accounts, present proposals, and maintain knowledge of underwriting and insurer products.