JOB DESCRIPTION SUMMARY:
We are looking for a detail-oriented Operations Analyst to support our internal operations and people teams. This is a cross-functional role that spans system administration, data integrity, employee training processes, as well as supporting ad hoc projects and initiatives. You’ll work closely with our operations leads to keep our platforms and systems accurate, our colleagues set up for success, and our training resources polished and up to date.
System & Data Integrity
- Manage and reconcile Ascend identifiers within our accounting partner system to ensure accurate, up-to-date records in the customer relationship manager platform (CRM)
- Perform regular data audits between systems to identify and resolve discrepancies
- Runs reports and maintains clean, consistent data across all integrated platforms
User & Account Management
- Create and manage colleague profiles in insurance platforms
- Provision new user accounts in various systems (such as e-signature platform, accounting system, etc.) as part of the colleague onboarding process
- Ensure timely and accurate setup of all system access for incoming colleagues
- Coordinate offboarding access removal when applicable in collaboration with HR and the Operations team.
Onboarding & Training Support
- Assist with new colleague onboarding logistics, including schedule creation and onboarding calendar management
- Co-facilitate core tools training sessions alongside the operations lead, with a path toward leading sessions independently
- Support a smooth day-one experience by coordinating across teams to ensure onboarding is structured and consistent
- Lead content export projects and ongoing maintenance of training modules in Learning Management System (LMS)
- Compare, update, and refresh learning resources to keep information accurate and current
- Issue benchmark assessments and track completion as directed
Branding & Resource Formatting
- Apply updated branding guidelines to internal resources, templates, and training materials
- Ensure consistency and visual cohesion across all people ops and business ops documents
- Support the creation of new materials that align with current brand standards
General Business Operations Support
- Serve as an internal point of contact for platform access and account-related questions
- Document operational processes and keep standard operating procedures up to date
- Identify opportunities to streamline recurring workflows and improve operational efficiency
- Support the ops team with ad hoc projects and administrative tasks as needed
Qualifications Required
- 1–3 years of experience in operations, administration, or a similar role
- Strong attention to detail and data management, especially when working with data across multiple systems
- Comfortable learning new software platforms quickly and in a fast-paced environment
- Highly organized with the ability to manage multiple recurring tasks simultaneously
- Collaborative, clear, and proactive communicator with strong interpersonal skills
- A self-starter who takes initiative to identify problems and figure out practical solutions
Nice to Have
- Prior experience with Salesforce, DocuSign, or similar business tools
- Familiarity with a learning management system (Canvas or similar)
- Eye for design and experience applying brand guidelines to documents or templates
- Familiarity with accounting or CRM data workflows
- Experience in a startup or fast-paced operations environment
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 Firm. 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
- 1-3 years of experience in operations, administration, or a similar role
- Strong attention to detail and data management across multiple systems
- Comfortable learning new software platforms quickly
- Highly organized with ability to manage multiple recurring tasks simultaneously
- Collaborative, clear, and proactive communicator with strong interpersonal skills
- Self-starter who takes initiative to identify problems and implement practical solutions
- Prior experience with Salesforce, DocuSign, or similar business tools
- Familiarity with a learning management system (Canvas or similar)
- Eye for design and experience applying brand guidelines to documents or templates
- Familiarity with accounting or CRM data workflows
- Experience in a startup or fast-paced operations 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℠.
