Role Overview:
- Support the design and delivery of AI-powered voice automation and intelligent workflows
- Translate business needs into clear, actionable functional and technical requirements
- Help drive initiatives from concept through implementation and ongoing optimization
- Act as a key connector between business stakeholders, technical teams, and vendors
What You’ll Do:
- Partner with business stakeholders to understand goals, processes, and operational challenges
- Gather, analyze, and document business and system requirements
- Translate business objectives into functional and technical documentation
- Support voice automation initiatives related to lead engagement, customer service, and call routing
- Coordinate work across multiple teams, systems, and integrations
- Facilitate requirements-gathering sessions and stakeholder working sessions
- Track timelines, risks, dependencies, and deliverables to support successful execution
- Assist with system testing, validation, and readiness for launch
- Maintain clear documentation throughout the project lifecycle
- Identify opportunities for process improvement, automation, and scalability
- Provide insights and recommendations based on analysis and outcomes
What We’re Looking For:
- 4+ years of experience as a Business Analyst or in a related role (Project Management, Scrum, Product, or similar)
- Experience supporting technology-enabled initiatives in cross-functional environments
- Strong communication skills with the ability to work effectively with both technical and non-technical partners
- Strong organizational and execution skills with the ability to manage multiple priorities
- Comfort working with systems, integrations, and technical concepts
- Familiarity with SDLC and Agile delivery methodologies
- Proactive, self-directed approach with a focus on outcomes
Nice to Have:
- Experience in insurance (P&C preferred)
- Exposure to automation initiatives, AI-enabled tools, or vendor-supported platforms
- Experience working with CRM or enterprise systems
Why Join The Baldwin Group:
- Work on emerging AI and automation initiatives with real business impact
- Gain hands-on experience with modern, scalable technology solutions
- Collaborate closely with business, product, and technology teams
- Build in-demand skills at the intersection of product, technology, and operations
- Competitive compensation and benefits, strong growth opportunities, and flexible work options
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 subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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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
- 4+ years of experience as a Business Analyst or in a related role (Project Management, Scrum, Product, or similar)
- Experience supporting technology-enabled initiatives in cross-functional environments
- Strong communication skills with technical and non-technical partners
- Strong organizational and execution skills with ability to manage multiple priorities
- Comfort working with systems, integrations, and technical concepts
- Familiarity with SDLC and Agile delivery methodologies
- Proactive, self-directed approach with focus on outcomes
- Experience in insurance (P&C preferred)
- Exposure to automation initiatives, AI-enabled tools, or vendor-supported platforms
- Experience working with CRM or enterprise systems
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℠.
