The Baldwin Group
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The Client Executive is responsible for developing and managing relationships with large, complex clients, providing risk management solutions and insurance strategies. This role involves negotiating with insurance carriers, conducting annual program reviews, and coordinating client team services to exceed expectations. The ideal candidate should possess deep understanding of risk and insurance along with strong communication and analytical skills.
The Sr. Placement Executive is responsible for managing client accounts, developing relationships with insurance companies, assessing client needs, negotiating coverage plans, and marketing client business. This role requires maintaining thorough knowledge of the insurance marketplace and staying current on industry developments.
The Salesforce Technical Lead is responsible for designing and implementing Salesforce solutions, overseeing technical requirements, ensuring adherence to best practices, and providing development support throughout the development lifecycle. The role involves managing deployments, release management, and collaborating with various teams to ensure project success.
The Relationship Manager provides exceptional client service and technical expertise in risk management, reviewing client situations, advising on exposures, and maintaining relationships with insurance partners. This role also involves presenting renewal proposals, remarketing programs, and staying updated on industry offerings while fostering a detail-oriented and improvement-driven approach.
The Senior Relationship Manager maintains primary contact with clients, providing exceptional service and risk management. Responsibilities include evaluating client needs, advising on risk exposures, creating and presenting renewal proposals, and fostering relationships with insurance partners as well as identifying process improvement opportunities.
The Client Experience Leader manages and develops a team to deliver exceptional service to clients while leading strategies to enhance client experiences and retention. This role focuses on workflow efficiency, operational execution, and maintaining relationships with insurance partners.
The Client Relations Analyst collaborates with advisors to analyze data and create risk management solutions for clients. Responsibilities include preparing insurance documents, assisting client service teams, and compiling data reports. The role requires strong analytical skills and attention to detail to enhance service delivery and firm processes.
The Regional Operations Leader supports the business segment by developing and harmonizing workflows and processes while ensuring systems meet service objectives. They lead quality assurance efforts, coordinate with contractors, and design KPI reports. This leader enhances client experience, drives operational efficiency, and supports system optimization while maintaining high-performance culture within the team.
The Client Manager is responsible for managing client accounts, maintaining relationships with clients and insurance companies, handling client inquiries, and ensuring proper documentation and service delivery. The role requires strong technical knowledge of the insurance market and expertise in analyzing risk exposures to provide tailored recommendations.
The Client Home Specialist is responsible for selling new home insurance accounts, building relationships with prospects and insurance partners. They will gather client information, present proposals, coordinate sales processes, and meet monthly business goals. The role requires strong interpersonal skills, attention to detail, and a commitment to the company's core values.
The Client Manager will support the Commercial Lines team by maintaining client files, performing accounting functions, monitoring claims, and managing day-to-day client account activities. Responsibilities include composing business correspondence, attending client meetings, and advising clients on insurance coverage and exposures. The role also involves seeking referrals for new business and improving internal processes.
The Senior Advisor, Commercial Risk is responsible for leading a team of Advisors while sourcing and retaining client relationships, fostering a high-performance culture, and ensuring the successful training of team members. The role demands effective coaching and motivation, maintaining alignment between sales and service, and providing expert guidance on systems and compliance.
As a Risk Advisor, you will sell insurance products by managing inbound and outbound calls, assessing customer needs, and closing sales. You'll coordinate deposit collections and develop knowledge of insurance offerings to provide clients with optimal solutions. The role requires strong communication skills and the ability to work in a team-oriented environment.
The Client Contact Coordinator, serving as the primary receptionist, greets and assists clients, manages service requests, schedules appointments, and supports billing queries while ensuring a clean and secure office environment.
The Program Manager will strategize and implement high-level initiatives while managing cross-functional teams to achieve desired organizational outcomes. Responsibilities include program scope development, stakeholder engagement, and ensuring program adaptability and effectiveness, while optimizing investment returns through effective team coordination.
The Client Relations Team Specialist at The Baldwin Group is responsible for providing high-quality service to high net worth clients, responding to service requests, processing endorsements, issuing new business, answering coverage questions, and remarketing accounts when necessary.
The Relationship Manager acts as the primary contact for clients, providing top-tier client service, technical expertise, and proactive risk management. Responsibilities include evaluating client needs, advising on risk exposures, conducting reviews, and maintaining strong relationships with insurance partners. The role requires strong organizational skills and the ability to operate independently in a fast-paced environment.
The Client Manager will partner with Advisors and Risk Management Directors to provide high-quality service to commercial clients, maintain client files, perform accounting functions, monitor claims, and assist in client inquiries. They will also seek new business opportunities and ensure compliance with insurance requirements.
The Client Experience Leader, Commercial Risk is responsible for leading and developing a team of Account Managers to provide exceptional service. This role includes implementing client segmentation strategies, maintaining high client retention, ensuring efficient workflows, and managing partner relationships while fostering a positive team environment.
The Digital Product Manager leads the product strategy and delivery process for the Commercial segments at MSI. This role includes driving product development, identifying user needs, executing product roadmaps, and building teams to ensure high-quality outcomes and alignment with business objectives.