Position Summary
The Insurance Compliance Specialist – Licensing plays a critical role in ensuring the firm remains compliant with state insurance regulations by managing and maintaining the licensure status of our colleagues and business entities across various jurisdictions. This position is responsible for overseeing the end-to-end licensing lifecycle, including facilitating pre-licensing education and exams, submitting license applications and renewals, managing agency affiliations, and monitoring continuing education requirements. The Specialist also ensures all licensing data is accurately maintained in the system of record and supports internal audits, regulatory inquiries, and departmental projects.
KEY RESPONSIBILITIES
Licensing
- Facilitate pre-license education and exams
- Complete and submit license applications
- Complete and submit license renewals
- Process resident state changes, ensuring timely license reconciliation between prior and new states of residence
- Manage colleague contact changes on file with states and the system of record, including name, address, email, and phone updates
- Monitor Producer and Adjuster Reportable Actions
- Submit and track required agency affiliations for both business entities and individual producers
- Process Designated Responsible Licensed Producer (DRLP) updates and changes as needed
- Monitor colleagues' Continuing Education and facilitate access to the CE vendor
- Manage business entity licensing, including new applications, renewals, and maintaining accurate lines of authority and affiliations across states
- Maintain Secretary of State (SOS) registrations and filings for business entities, including monitoring good standing status and completing annual reports
- Update and ensure accuracy of data within the Licensing System of Record
- Pull and distribute licensing reports as required by the business, including leadership, audit, and operational requests
- At the direction of Leadership, assist with licensing-related projects
- Participate in development of processes and procedures and process improvement initiatives
- Conduct internal audits of licensing records to ensure compliance with state regulations and company policy
- Serve as a point of contact for licensing inquiries from colleagues, carriers, and regulators
- Provide guidance on licensing requirements and state-specific nuances
- Prepare documentation and respond to state DOI audits or inquiries as needed
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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.
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℠.
