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Leads nationwide operational excellence for Employee Benefits operations by developing standards, streamlining workflows, ensuring regulatory and audit compliance, optimizing agency management systems, establishing KPIs, and driving continuous improvement. Partners with regional leaders, technology teams, client service groups, and senior management to implement cross-functional initiatives, provide operational expertise, and manage integrations during mergers, acquisitions, or restructuring.

Design scalable, secure enterprise solutions for Baldwin Retail, translating product requirements into technical designs. Build agentic AI and automation, integrate cloud (AWS/Azure), produce ADRs and specifications, evaluate third-party platforms, embed security and compliance controls, collaborate with Product, Security, and Data, and create reusable architecture patterns and prototypes.

Manages employee benefits client accounts, including onboarding, renewals, compliance updates, plan documentation, open enrollment, policy activity, and client inquiries. Prepares and presents claim analyses, benchmarking, renewal recommendations, plan alternatives, and contribution models. Coordinates with insurance carriers and internal teams, markets risks for alternative coverage, conducts enrollment meetings, maintains client relationships, and identifies process improvements.

Leads client experience strategy, segmentation, retention, service workflows, and operational execution for commercial risk clients. Manages insurance company relationships, service team integration, coaching, performance management, onboarding, and team accountability. Analyzes KPIs, improves client-facing processes, and supports profitability and business goals in a fast-paced insurance environment.

Reviews and analyzes First Notice of Loss submissions, determines appropriate claim pathways, and supports prompt adjudication. Prepares underwriting reviews and claim-related correspondence under a Claims Consultant’s guidance. Maintains accurate records, ensures regulatory and procedural compliance, provides client servicing and status updates, and contributes to claims process improvements.

Sells personal lines home insurance policies through inbound and outbound phone sales. Builds prospect and partner relationships, gathers client information, recommends coverage, presents proposals, closes sales, coordinates deposits and policy documentation, and briefs service teams. Maintains knowledge of insurance products and underwriting criteria, meets monthly new-business goals, ensures accuracy, and identifies process improvements. The company provides licensing, paid training, warm leads, benefits, and commission opportunities.

Directs employee benefits compliance for the West region, with emphasis on California health and welfare requirements. Provides legal and regulatory guidance, interprets legislative developments, creates client deliverables, supports sales and client education, manages large-scale compliance projects, and mentors junior team members. Advises clients and colleagues on federal, state, and local mandates while translating complex legal requirements into practical guidance.

Supports the enterprise internal control environment across business operations, technology, financial reporting, information security, regulatory compliance, and risk management. Responsibilities include documenting processes and controls, conducting risk assessments and control testing, maintaining evidence, coordinating audits, tracking remediation, supporting regulatory compliance, preparing reports, and recommending control improvements. The role collaborates with business and technology stakeholders to identify risks, address control gaps, and promote effective governance.

Supports private equity property and casualty insurance clients through renewal and new business processes. Responsibilities include leading client meetings, interpreting claims data, preparing submissions, analyzing carrier quotes, developing presentations, overseeing policy implementation, reviewing documents, coordinating claims and analytics resources, maintaining client portals, monitoring payments, and processing audits and endorsements. The role requires strong client relationship management, communication, organization, multitasking, Microsoft Office proficiency, a bachelor’s degree or equivalent experience, a state-specific license, and 2–7 years of property and casualty experience.

Support senior wealth advisors while building client relationships, developing financial plans, monitoring portfolios, preparing reports, responding to client inquiries, and coordinating integrated wealth, retirement, and insurance solutions. The role also involves business development, client onboarding, documentation, compliance, and maintaining knowledge of investments, tax considerations, and planning strategies.