Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services
The Senior Underwriting Specialist plays a vital role in bringing our mission to life by transforming complex insurance processes into a seamless, transparent, and highly personalized client experience.
As a trusted partner to both advisors and clients, this individual leads the life insurance and Asset & Income Protection (A&IP) process from initial strategy through policy placement and ongoing service. This role requires a strong balance of technical expertise, relationship management, and proactive communication— ensuring every client interaction reflects clarity, confidence, and care.
What You Will Do
Deliver a Confident Client Experience
Serve as the primary liaison between clients, advisors, and insurance partners, guiding all parties through the underwriting journey with clarity and confidence.
Translate complex underwriting requirements into straightforward, easy-to-understand next steps for clients.
Provide proactive, consistent communication to ensure clients always feel informed, supported, and confident in the process.
Deliver a high-touch, “white-glove” service experience aligned with our commitment to protecting what matters most.
Lead the Underwriting Process
Manage the full lifecycle of life insurance cases—from initial illustration through policy placement and post-issue servicing.
Develop customized insurance solutions and carrier strategies aligned to each client’s unique needs and long-term goals.
Initiate and coordinate applications with brokerage general agency (BGA), ensuring efficient case progression.
Oversee medical requirements, underwriting follow-ups, and requirement fulfillment to drive timely outcomes.
Drive Operational Excellence
Maintain accurate, complete, and compliant documentation within CRM systems (e.g., Redtail).
Proactively identify and resolve service needs, including policy changes, beneficiary updates, billing adjustments, and conversions.
Ensure every detail of the process is handled with precision, organization, and accountability.
What You Bring
Experience & Expertise
Minimum of 1 years of experience in life insurance, long term care, individual disability and underwriting.
Life insurance licensed is preferred but not required.
Strong working knowledge of underwriting processes, product structures, and carrier selection strategies.
Experience supporting advisors with case design, illustrations, and solution recommendations.
Proficiency in Microsoft Office and CRM platforms
Professional Strengths
Client-First Mindset: Passion for delivering personalized, solutions-oriented service that builds trust and long-term relationships.
Clarity & Communication: Ability to simplify complex concepts and communicate with confidence and professionalism.
Ownership & Accountability: Takes initiative and drives results with a strong sense of responsibility.
Analytical Thinking: Evaluates options and risks to deliver thoughtful, customized recommendations.
Relationship Building: Creates strong partnerships with advisors, clients, and external partners.
Execution & Organization: Manages multiple priorities with precision in a fast-paced environment.
Adaptability: Thrives in a dynamic, growth-oriented culture and embraces change.
Work Environment
Collaborative, high-performing team culture
Fast-paced, client-focused environment
Opportunities for professional growth and development
Occasional travel may be required
Important Notice:
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
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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
- Minimum of 1 year experience in life insurance, long term care, individual disability and underwriting.
- Life insurance license
- Working knowledge of underwriting processes, product structures, and carrier selection strategies.
- Experience supporting advisors with case design, illustrations, and solution recommendations.
- Proficiency in Microsoft Office.
- Proficiency in CRM platforms (e.g., Redtail).
- Maintain accurate, complete, and compliant documentation within CRM systems.
- Client-first mindset and high-touch service orientation.
- Clear, professional communication and ability to simplify complex concepts.
- Ownership, accountability, and strong organizational execution.
- Analytical thinking to evaluate options and risks.
- Relationship-building skills with advisors, clients, and external partners.
- Adaptability in a fast-paced, growth-oriented environment.
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℠.
