Duties & Responsibilities:
- Strong understanding of all coverages serviced by the team
- Proactive and can separate and combine tasks into efficient workflow
- Help prepare team for renewal and new business meetings
- Participate in client and prospect meetings when necessary
- Understand client claims data
- Prepare renewal submissions for marketing; send and process complete renewal submissions – including exposure analysis, renewal workbooks, and loss information.
- Analyze all quotes for accuracy and prepare proposal/presentation for AE review. Presentations could include quotes, spreadsheet, contract comparison, and other internal marketing materials
- Submit sold business to insurance market and oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
- Participate in day-to-day operations of a service team and the assigned book of business
- Establish and maintain a good business relationship with clients, insurance carriers and colleagues
- Maintain client records within EPIC and various vendor software, as appropriate
- Other duties as assigned
- Train with AE on best practices
- Work with AM to prepare premium allocations
- Attend carrier meetings, to occasionally include afterhours events
- Ability to lead weekly, internal team meetings to provide updates on accounts during the marketing process
- Ability to provide backup for AM duties, including issuing certificates, Auto ID cards, and invoicing when necessary
- Other duties as assigned
- Qualifications: Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience§ 1+ year of relevant work experience required§ Appropriate state insurance license is required; may be obtained in first 60 days of employment
- Excellent communication skills, both verbal and written
- Strong multi-tasking and time management skills
- Proficient in Microsoft Office products (Word, Excel, PowerPoint)
- Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
- Ability to work in a fast-paced environment
- High level of professionalism and confidentiality
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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
- Bachelor’s degree, or equivalent relevant education and work experience
- At least 1 year of relevant work experience
- Appropriate state insurance license; may be obtained within the first 60 days
- Excellent verbal and written communication skills
- Strong multitasking and time management skills
- Proficiency with Microsoft Office products, including Word, Excel, and PowerPoint
- Ability to handle multiple simultaneous complex tasks and projects efficiently
- Ability to work in a fast-paced environment
- High level of professionalism and confidentiality
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℠.
