Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional
Duties & Responsibilities:
Participate in day-to-day operations of a service team and the assigned book of business.
Handle insurance requirements on contract reviews
Interact with carriers, underwriters, and clients to provide data and information for decision making.
Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.
May be responsible for specific accounts within the team’s book of business. Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
Manages the ongoing service on an account
Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts
Other duties as assigned *Day to day operations may include but are not limited to:
Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing, reviewing accounting reports, incoming mail, premium allocations as required.
o Answers coverage questions and reviews policy forms o Analyze contractual insurance requirements and analyze client needs.
o Verifies documentation received from Jr. AE regarding new & renewal business.
Qualifications:
High School diploma is required; Bachelor’s degree preferred.
Three to five years of experience with an in-depth understanding of insurance. Must have appropriate state insurance license.
Strong communication skills, both verbal and written required.
Agency Management System experience (Applied Epic preferred)
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Skills Required
- High School diploma
- Bachelor's degree
- Three to five years of experience in insurance
- State insurance license
- Strong communication skills
- Agency Management System experience
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
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